Sage View Advisory Group, LLC Ishares California Muni Bond E Call Options Transaction History

Sage View Advisory Group, LLC

$2.32 Trillion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding CMF

# of Institutions

306

Shares Held

38.7M

Call Options Held

5K

Put Options Held

4.5K

Charles Schwab Investment Management Inc San Francisco, CA

11M
Shares

$625 Million
0.12% of portfolio
Morgan Stanley New York, NY

1.8M
Shares

$102 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.69M
Shares

$96.3 Million
0.01% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

1.42M
Shares

$80.9 Million
0.69% of portfolio
Facet Wealth, Inc.

1.15M
Shares

$65.3 Million
1.79% of portfolio

About ISHARES CALIFORNIA MUNI BOND E

Ticker CMF
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage View Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.