Shira Ridge Wealth Management Ishares California Muni Bond E Transaction History
Shira Ridge Wealth Management
- $204 Billion
- Q4 2024
A detailed history of Shira Ridge Wealth Management transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Shira Ridge Wealth Management holds 25,111 shares of CMF stock, worth $1.42 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
25,111
Previous 11,058
127.08%
Holding current value
$1.42 Million
Previous $643 Million
123.84%
% of portfolio
0.7%
Previous 0.33%
Shares
6 transactions
Others Institutions Holding CMF
# of Institutions
287Shares Held
38.7MCall Options Held
5KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$747 Million0.15% of portfolio
-
Morgan Stanley New York, NY1.8MShares$101 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$76.6 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.31MShares$73.9 Million0.68% of portfolio
-
Facet Wealth, Inc.992KShares$56 Million1.6% of portfolio