Neumann Capital Management, LLC Ishares California Muni Bond E Transaction History
Neumann Capital Management, LLC
- $289 Million
- Q1 2025
A detailed history of Neumann Capital Management, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Neumann Capital Management, LLC holds 8,000 shares of CMF stock, worth $439,360. This represents 0.16% of its overall portfolio holdings.
Number of Shares
8,000
Previous 8,000
-0.0%
Holding current value
$439,360
Previous $458,000
1.75%
% of portfolio
0.16%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding CMF
# of Institutions
319Shares Held
46.8MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$604 Million0.12% of portfolio
-
Wealthfront Advisers LLC6.83MShares$375 Million1.15% of portfolio
-
Morgan Stanley New York, NY1.84MShares$101 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$93 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$78.1 Million0.69% of portfolio