Warren Street Wealth Advisors, LLC Ishares California Muni Bond E Transaction History
Warren Street Wealth Advisors, LLC
- $234 Million
- Q3 2024
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 54,019 shares of CMF stock, worth $3.07 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
54,019
Previous 53,654
0.68%
Holding current value
$3.07 Million
Previous $3.05 Million
2.88%
% of portfolio
1.34%
Previous 1.55%
Shares
11 transactions
Others Institutions Holding CMF
# of Institutions
289Shares Held
38.7MCall Options Held
5KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$752 Million0.15% of portfolio
-
Morgan Stanley New York, NY1.8MShares$102 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$77.1 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.31MShares$74.3 Million0.68% of portfolio
-
Facet Wealth, Inc.992KShares$56.3 Million1.6% of portfolio