Maxwell Wealth Strategies Inc. Ishares California Muni Bond E Transaction History
Maxwell Wealth Strategies Inc.
- $245 Billion
- Q4 2024
A detailed history of Maxwell Wealth Strategies Inc. transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Maxwell Wealth Strategies Inc. holds 6,682 shares of CMF stock, worth $383,212. This represents 0.16% of its overall portfolio holdings.
Number of Shares
6,682
Previous 6,638
0.66%
Holding current value
$383,212
Previous $381 Million
0.47%
% of portfolio
0.16%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding CMF
# of Institutions
349Shares Held
42.1MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA7.74MShares$444 Million0.07% of portfolio
-
Wealthfront Advisers LLC3.96MShares$227 Million0.54% of portfolio
-
Morgan Stanley New York, NY1.77MShares$101 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.64MShares$94.1 Million0.01% of portfolio
-
Bailard, Inc.1.43MShares$82.3 Million1.84% of portfolio