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 $471,624. This represents 0.44% of its overall portfolio holdings.
Number of Shares
8,337
Previous 477,543
98.25%
Holding current value
$471,624
Previous $27.4 Million
98.26%
% of portfolio
0.44%
Previous 0.2%
Shares
5 transactions
Others Institutions Holding CMF
# of Institutions
314Shares Held
39.5MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$622 Million0.12% of portfolio
-
Morgan Stanley New York, NY1.84MShares$104 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$95.8 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$80.5 Million0.69% of portfolio
-
Facet Wealth, Inc.1.15MShares$65 Million1.79% of portfolio