Uma Financial Services, Inc. Ishares California Muni Bond E Transaction History
Uma Financial Services, Inc.
- $648 Million
- Q3 2025
A detailed history of Uma Financial Services, Inc. transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Uma Financial Services, Inc. holds 156 shares of CMF stock, worth $8,946. This represents 0.0% of its overall portfolio holdings.
Number of Shares
156
Previous 156
-0.0%
Holding current value
$8,946
Previous $8,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding CMF
# of Institutions
352Shares Held
42.2MCall 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