Traveka Wealth, LLC Ishares California Muni Bond E Transaction History
Traveka Wealth, LLC
- $181 Billion
- Q4 2024
A detailed history of Traveka Wealth, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Traveka Wealth, LLC holds 78,339 shares of CMF stock, worth $4.46 Million. This represents 2.47% of its overall portfolio holdings.
Number of Shares
78,339
Previous 77,829
0.66%
Holding current value
$4.46 Million
Previous $4.52 Billion
0.78%
% of portfolio
2.47%
Previous 2.3%
Shares
5 transactions
Others Institutions Holding CMF
# of Institutions
292Shares Held
38.8MCall Options Held
5KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$755 Million0.15% of portfolio
-
Morgan Stanley New York, NY1.8MShares$102 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$77.4 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.31MShares$74.6 Million0.68% of portfolio
-
Facet Wealth, Inc.992KShares$56.5 Million1.6% of portfolio