Traverso Chambers Private Wealth Management, LLC Ishares California Muni Bond E Call Options Transaction History

Traverso Chambers Private Wealth Management, LLC

$411 Million
Q4 2023

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding CMF

# of Institutions

276

Shares Held

33.8M

Call Options Held

Put Options Held

4.5K

Charles Schwab Investment Management Inc San Francisco, CA

9.61M
Shares

$548 Million
0.11% of portfolio
Morgan Stanley New York, NY

1.79M
Shares

$102 Million
0.01% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

1.27M
Shares

$72.7 Million
0.78% of portfolio
Bank Of America Corp Charlotte, NC

1.04M
Shares

$59.6 Million
0.01% of portfolio
Facet Wealth, Inc.

992K
Shares

$56.6 Million
1.6% of portfolio

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About ISHARES CALIFORNIA MUNI BOND E

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