Morton Capital Management Llc/Ca Ishares California Muni Bond E Transaction History
Morton Capital Management Llc/Ca
- $531 Billion
- Q4 2024
A detailed history of Morton Capital Management Llc/Ca transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Morton Capital Management Llc/Ca holds 3,581 shares of CMF stock, worth $203,830. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,581
Previous 3,547
0.96%
Holding current value
$203,830
Previous $206 Million
0.49%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding CMF
# of Institutions
302Shares Held
38.7MCall Options Held
5KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$626 Million0.12% of portfolio
-
Morgan Stanley New York, NY1.8MShares$102 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$77.3 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.31MShares$74.5 Million0.68% of portfolio
-
Facet Wealth, Inc.1.15MShares$65.4 Million1.79% of portfolio