Meridian Wealth Management, LLC Ishares California Muni Bond E Transaction History
Meridian Wealth Management, LLC
- $2.53 Billion
- Q3 2025
A detailed history of Meridian Wealth Management, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 7,820 shares of CMF stock, worth $448,477. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,820
Previous 6,920
13.01%
Holding current value
$448,477
Previous $385,000
15.84%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding CMF
# of Institutions
352Shares Held
42.2MCall 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