Lido Advisors, LLC Ishares California Muni Bond E Transaction History
Lido Advisors, LLC
- $21.7 Billion
- Q4 2024
A detailed history of Lido Advisors, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Lido Advisors, LLC holds 5,874 shares of CMF stock, worth $333,878. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,874
Previous 6,364
7.7%
Holding current value
$333,878
Previous $369,000
8.94%
% of portfolio
0.0%
Previous 0.0%
Shares
13 transactions
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
-
Morgan Stanley New York, NY1.84MShares$105 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$96.3 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$80.9 Million0.69% of portfolio
-
Facet Wealth, Inc.1.15MShares$65.3 Million1.79% of portfolio