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 $473,875. This represents 0.44% of its overall portfolio holdings.
Number of Shares
8,337
Previous 477,543
98.25%
Holding current value
$473,875
Previous $27.4 Million
98.26%
% of portfolio
0.44%
Previous 0.2%
Shares
5 transactions
Others Institutions Holding CMF
# of Institutions
306Shares Held
38.7MCall Options Held
5KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$625 Million0.12% of portfolio
-
Morgan Stanley New York, NY1.8MShares$102 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$80.9 Million0.69% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$77.2 Million0.01% of portfolio
-
Facet Wealth, Inc.1.15MShares$65.3 Million1.79% of portfolio