Twin Peaks Wealth Advisors, LLC Ishares California Muni Bond E Transaction History
Twin Peaks Wealth Advisors, LLC
- $237 Billion
- Q4 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 5,478 shares of CMF stock, worth $307,534. This represents 0.13% of its overall portfolio holdings.
Number of Shares
5,478Holding current value
$307,534% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding CMF
# of Institutions
316Shares Held
46.2MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$617 Million0.12% of portfolio
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Wealthfront Advisers LLC6.83MShares$383 Million1.15% of portfolio
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Morgan Stanley New York, NY1.84MShares$103 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC1.69MShares$95.1 Million0.01% of portfolio
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Ep Wealth Advisors, LLC Torrance, CA1.42MShares$79.9 Million0.69% of portfolio