Kowal Investment Group, LLC Ishares California Muni Bond E Transaction History
Kowal Investment Group, LLC
- $538 Million
- Q3 2024
A detailed history of Kowal Investment Group, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Kowal Investment Group, LLC holds 46,818 shares of CMF stock, worth $2.63 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
46,818
Previous 44,767
4.58%
Holding current value
$2.63 Million
Previous $2.55 Million
6.83%
% of portfolio
0.51%
Previous 0.51%
Shares
2 transactions
Others Institutions Holding CMF
# of Institutions
314Shares Held
46.2MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$617 Million0.12% of portfolio
-
Wealthfront Advisers LLC6.83MShares$383 Million1.15% of portfolio
-
Morgan Stanley New York, NY1.84MShares$103 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$95.1 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$79.9 Million0.69% of portfolio