Vivaldi Capital Management LP Ishares California Muni Bond E Transaction History
Vivaldi Capital Management LP
- $340 Million
- Q3 2024
Shares
10 transactions
Others Institutions Holding CMF
# of Institutions
306Shares Held
38.7MCall Options Held
5KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$625 Million0.12% of portfolio
-
Morgan Stanley New York, NY1.8MShares$102 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$80.9 Million0.69% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$77.2 Million0.01% of portfolio
-
Facet Wealth, Inc.1.15MShares$65.3 Million1.79% of portfolio