Towerpoint Wealth, LLC Ishares California Muni Bond E Transaction History
Towerpoint Wealth, LLC
- $244 Million
- Q4 2025
A detailed history of Towerpoint Wealth, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Towerpoint Wealth, LLC holds 26,972 shares of CMF stock, worth $1.55 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
26,972
Previous 27,017
0.17%
Holding current value
$1.55 Million
Previous $1.54 Million
0.32%
% of portfolio
0.63%
Previous 0.64%
Shares
33 transactions
Others Institutions Holding CMF
# of Institutions
352Shares Held
42.2MCall 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