Towerpoint Wealth, LLC Ishares California Muni Bond E Transaction History
Towerpoint Wealth, LLC
- $239 Million
- Q3 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 27,017 shares of CMF stock, worth $1.55 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
27,017
Previous 26,967
0.19%
Holding current value
$1.55 Million
Previous $1.5 Million
2.53%
% of portfolio
0.64%
Previous 0.68%
Shares
32 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