Strategic Financial Services, Inc, Ishares California Muni Bond E Transaction History
Strategic Financial Services, Inc,
- $1.67 Billion
- Q4 2024
A detailed history of Strategic Financial Services, Inc, transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Strategic Financial Services, Inc, holds 6,844 shares of CMF stock, worth $377,857. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,844
Previous 6,844
-0.0%
Holding current value
$377,857
Previous $397,000
1.26%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding CMF
# of Institutions
317Shares Held
46.7MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$607 Million0.12% of portfolio
-
Wealthfront Advisers LLC6.83MShares$377 Million1.15% of portfolio
-
Morgan Stanley New York, NY1.84MShares$102 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$93.5 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$78.6 Million0.69% of portfolio