Life Planning Partners, Inc Ishares California Muni Bond E Transaction History
Life Planning Partners, Inc
- $107 Million
- Q4 2024
A detailed history of Life Planning Partners, Inc transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Life Planning Partners, Inc holds 8,337 shares of CMF stock, worth $468,039. This represents 0.44% of its overall portfolio holdings.
Number of Shares
8,337
Previous 477,543
98.25%
Holding current value
$468,039
Previous $27.4 Million
98.26%
% of portfolio
0.44%
Previous 0.2%
Shares
5 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