Sagespring Wealth Partners, LLC Ishares California Muni Bond E Transaction History
Sagespring Wealth Partners, LLC
- $5.5 Trillion
- Q4 2025
A detailed history of Sagespring Wealth Partners, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Sagespring Wealth Partners, LLC holds 14,698 shares of CMF stock, worth $842,930. This represents 0.02% of its overall portfolio holdings.
Number of Shares
14,698Holding current value
$842,930% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding CMF
# of Institutions
351Shares Held
42.1MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA7.74MShares$444 Million0.07% of portfolio
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Wealthfront Advisers LLC3.96MShares$227 Million0.54% of portfolio
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Morgan Stanley New York, NY1.77MShares$101 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC1.64MShares$94.1 Million0.01% of portfolio
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Bailard, Inc.1.43MShares$82.3 Million1.84% of portfolio