Merit Financial Group, LLC Ishares California Muni Bond E Transaction History
Merit Financial Group, LLC
- $10.9 Billion
- Q4 2025
A detailed history of Merit Financial Group, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Merit Financial Group, LLC holds 40,746 shares of CMF stock, worth $2.34 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
40,746
Previous 39,445
3.3%
Holding current value
$2.34 Million
Previous $2.25 Million
3.87%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding CMF
# of Institutions
360Shares Held
42.7MCall 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
-
Facet Wealth, Inc.1.5MShares$85.9 Million1.59% of portfolio