Kwb Wealth Ishares California Muni Bond E Put Options Transaction History
Kwb Wealth
- $789 Million
- Q4 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding CMF
# of Institutions
309Shares Held
39.4MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$625 Million0.12% of portfolio
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Morgan Stanley New York, NY1.84MShares$105 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC1.69MShares$96.3 Million0.01% of portfolio
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Ep Wealth Advisors, LLC Torrance, CA1.42MShares$80.9 Million0.69% of portfolio
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Facet Wealth, Inc.1.15MShares$65.3 Million1.79% of portfolio