Silver Oak Wealth Advisors Services, LLC Ishares California Muni Bond E Transaction History
Silver Oak Wealth Advisors Services, LLC
- $152 Billion
- Q3 2025
A detailed history of Silver Oak Wealth Advisors Services, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Silver Oak Wealth Advisors Services, LLC holds 91,929 shares of CMF stock, worth $5.27 Million. This represents 3.46% of its overall portfolio holdings.
Number of Shares
91,929
Previous 79,545
15.57%
Holding current value
$5.27 Million
Previous $4.43 Billion
18.26%
% of portfolio
3.46%
Previous 3.19%
Shares
4 transactions
Others Institutions Holding CMF
# of Institutions
349Shares Held
42.1MCall 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
-
Bailard, Inc.1.43MShares$82.3 Million1.84% of portfolio