Warren Street Wealth Advisors, LLC Ishares California Muni Bond E Transaction History
Warren Street Wealth Advisors, LLC
- $324 Million
- Q3 2025
A detailed history of Warren Street Wealth Advisors, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Warren Street Wealth Advisors, LLC holds 57,204 shares of CMF stock, worth $3.28 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
57,204
Previous 56,593
1.08%
Holding current value
$3.28 Million
Previous $3.15 Million
3.42%
% of portfolio
1.01%
Previous 1.08%
Shares
15 transactions
Others Institutions Holding CMF
# of Institutions
349Shares Held
42.1MCall 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