Moss Adams Wealth Advisors LLC Ishares California Muni Bond E Transaction History
Moss Adams Wealth Advisors LLC
- $946 Billion
- Q4 2024
A detailed history of Moss Adams Wealth Advisors LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 22,250 shares of CMF stock, worth $1.27 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
22,250Holding current value
$1.27 Million% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding CMF
# of Institutions
290Shares Held
38.8MCall Options Held
5KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$753 Million0.15% of portfolio
-
Morgan Stanley New York, NY1.8MShares$102 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$77.2 Million0.01% of portfolio
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Ep Wealth Advisors, LLC Torrance, CA1.31MShares$74.5 Million0.68% of portfolio
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Facet Wealth, Inc.992KShares$56.4 Million1.6% of portfolio