Savvy Advisors, Inc. Ishares California Muni Bond E Transaction History
Savvy Advisors, Inc.
- $2.99 Billion
- Q4 2025
A detailed history of Savvy Advisors, Inc. transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Savvy Advisors, Inc. holds 34,150 shares of CMF stock, worth $1.96 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
34,150
Previous 31,756
7.54%
Holding current value
$1.96 Million
Previous $1.81 Million
8.12%
% of portfolio
0.07%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding CMF
# of Institutions
360Shares Held
42.7MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA7.74MShares$444 Million0.07% of portfolio
-
Wealthfront Advisers LLC3.96MShares$227 Million0.54% of portfolio
-
Morgan Stanley New York, NY1.77MShares$101 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.64MShares$94.1 Million0.01% of portfolio
-
Facet Wealth, Inc.1.5MShares$85.9 Million1.59% of portfolio