Vishria Bird Financial Group, LLC Ishares California Muni Bond E Transaction History
Vishria Bird Financial Group, LLC
- $285 Million
- Q4 2024
A detailed history of Vishria Bird Financial Group, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Vishria Bird Financial Group, LLC holds 42,493 shares of CMF stock, worth $2.42 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
42,493
Previous 42,493
-0.0%
Holding current value
$2.42 Million
Previous $2.47 Million
1.42%
% of portfolio
0.85%
Previous 0.94%
Shares
1 transactions
Others Institutions Holding CMF
# of Institutions
290Shares Held
38.8MCall Options Held
5KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$755 Million0.15% of portfolio
-
Morgan Stanley New York, NY1.8MShares$102 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$77.4 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.31MShares$74.6 Million0.68% of portfolio
-
Facet Wealth, Inc.992KShares$56.5 Million1.6% of portfolio