Shared Vision Wealth Group LLC Ishares California Muni Bond E Call Options Transaction History

Shared Vision Wealth Group LLC

$187 Billion
Q3 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

287

Shares Held

38.7M

Call Options Held

5K

Put Options Held

4.5K

Charles Schwab Investment Management Inc San Francisco, CA

13.2M
Shares

$747 Million
0.15% of portfolio
Morgan Stanley New York, NY

1.8M
Shares

$101 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.36M
Shares

$76.6 Million
0.01% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

1.31M
Shares

$73.9 Million
0.68% of portfolio
Facet Wealth, Inc.

992K
Shares

$56 Million
1.6% of portfolio

About ISHARES CALIFORNIA MUNI BOND E

Ticker CMF
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