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 $2.69 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
46,818
Previous 44,767
4.58%
Holding current value
$2.69 Million
Previous $2.55 Million
6.83%
% of portfolio
0.51%
Previous 0.51%
Shares
2 transactions
Others Institutions Holding CMF
# of Institutions
349Shares Held
42.1MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA7.74MShares$444 Million0.07% of portfolio
-
Wealthfront Advisers LLC3.96MShares$227 Million0.54% of portfolio
-
Morgan Stanley New York, NY1.77MShares$101 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.64MShares$94.1 Million0.01% of portfolio
-
Bailard, Inc.1.43MShares$82.3 Million1.84% of portfolio