Topel & Distasi Wealth Management, LLC Ishares California Muni Bond E Transaction History
Topel & Distasi Wealth Management, LLC
- $234 Million
- Q4 2024
A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 16,993 shares of CMF stock, worth $960,954. This represents 0.42% of its overall portfolio holdings.
Number of Shares
16,993
Previous 16,993
-0.0%
Holding current value
$960,954
Previous $987,000
1.42%
% of portfolio
0.42%
Previous 0.41%
Shares
7 transactions
Others Institutions Holding CMF
# of Institutions
314Shares Held
39.5MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$622 Million0.12% of portfolio
-
Morgan Stanley New York, NY1.84MShares$104 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$95.8 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$80.5 Million0.69% of portfolio
-
Facet Wealth, Inc.1.15MShares$65 Million1.79% of portfolio