Northeast Financial Group, Inc. Ishares California Muni Bond E Transaction History
Northeast Financial Group, Inc.
- $269 Billion
- Q3 2024
A detailed history of Northeast Financial Group, Inc. transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Northeast Financial Group, Inc. holds 8,037 shares of CMF stock, worth $458,993. This represents 0.17% of its overall portfolio holdings.
Number of Shares
8,037
Previous 6,719
19.62%
Holding current value
$458,993
Previous $382 Million
22.2%
% of portfolio
0.17%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding CMF
# of Institutions
289Shares Held
38.7MCall Options Held
5KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$756 Million0.15% of portfolio
-
Morgan Stanley New York, NY1.8MShares$103 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$77.6 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.31MShares$74.8 Million0.68% of portfolio
-
Facet Wealth, Inc.992KShares$56.7 Million1.6% of portfolio