Resources Investment Advisors, Llc. Ishares California Muni Bond E Transaction History
Resources Investment Advisors, Llc.
- $8.43 Billion
- Q3 2024
A detailed history of Resources Investment Advisors, Llc. transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 174,506 shares of CMF stock, worth $9.94 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
174,506
Previous 176,631
1.2%
Holding current value
$9.94 Million
Previous $10 Million
0.94%
% of portfolio
0.12%
Previous 0.13%
Shares
8 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