Waypoint Wealth Partners Inc. Ishares California Muni Bond E Transaction History
Waypoint Wealth Partners Inc.
- $362 Million
- Q3 2024
A detailed history of Waypoint Wealth Partners Inc. transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Waypoint Wealth Partners Inc. holds 8,000 shares of CMF stock, worth $454,400. This represents 0.13% of its overall portfolio holdings.
Number of Shares
8,000
Previous 8,000
-0.0%
Holding current value
$454,400
Previous $455,000
1.98%
% of portfolio
0.13%
Previous 0.14%
Shares
4 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$752 Million0.15% of portfolio
-
Morgan Stanley New York, NY1.8MShares$102 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$77.2 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.31MShares$74.4 Million0.68% of portfolio
-
Facet Wealth, Inc.992KShares$56.3 Million1.6% of portfolio