Verity Wealth Advisors Ishares California Muni Bond E Transaction History
Verity Wealth Advisors
- $142 Million
- Q3 2024
A detailed history of Verity Wealth Advisors transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Verity Wealth Advisors holds 10,915 shares of CMF stock, worth $623,464. This represents 0.45% of its overall portfolio holdings.
Number of Shares
10,915
Previous 10,915
-0.0%
Holding current value
$623,464
Previous $620,000
2.26%
% of portfolio
0.45%
Previous 0.46%
Shares
5 transactions
Others Institutions Holding CMF
# of Institutions
272Shares Held
33.2MCall Options Held
6KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA9.61MShares$549 Million0.11% of portfolio
-
Morgan Stanley New York, NY1.79MShares$102 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.27MShares$72.8 Million0.78% of portfolio
-
Bank Of America Corp Charlotte, NC1.04MShares$59.7 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS825KShares$47.1 Million0.09% of portfolio