Orin Green Financial, LLC Ishares California Muni Bond E Transaction History
Orin Green Financial, LLC
- $230 Million
- Q3 2024
A detailed history of Orin Green Financial, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Orin Green Financial, LLC holds 362,087 shares of CMF stock, worth $20.6 Million. This represents 9.14% of its overall portfolio holdings.
Number of Shares
362,087
Previous 344,948
4.97%
Holding current value
$20.6 Million
Previous $19.6 Million
7.24%
% of portfolio
9.14%
Previous 9.05%
Shares
16 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$754 Million0.15% of portfolio
-
Morgan Stanley New York, NY1.8MShares$102 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$77.4 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.31MShares$74.6 Million0.68% of portfolio
-
Facet Wealth, Inc.992KShares$56.5 Million1.6% of portfolio