True Link Financial Advisors, LLC Ishares California Muni Bond E Transaction History
True Link Financial Advisors, LLC
- $1.19 Billion
- Q4 2024
A detailed history of True Link Financial Advisors, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, True Link Financial Advisors, LLC holds 11,450 shares of CMF stock, worth $642,803. This represents 0.06% of its overall portfolio holdings.
Number of Shares
11,450
Previous 10,550
8.53%
Holding current value
$642,803
Previous $613,000
6.85%
% of portfolio
0.06%
Previous 0.05%
Shares
3 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$617 Million0.12% of portfolio
-
Morgan Stanley New York, NY1.84MShares$103 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$95.1 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$79.9 Million0.69% of portfolio
-
Facet Wealth, Inc.1.15MShares$64.5 Million1.79% of portfolio