Waypoint Wealth Partners Inc. Ishares California Muni Bond E Transaction History
Waypoint Wealth Partners Inc.
- $354 Million
- Q4 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 $456,880. This represents 0.13% of its overall portfolio holdings.
Number of Shares
8,000
Previous 8,000
-0.0%
Holding current value
$456,880
Previous $464,000
1.29%
% of portfolio
0.13%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding CMF
# of Institutions
313Shares Held
39.5MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$628 Million0.12% of portfolio
-
Morgan Stanley New York, NY1.84MShares$105 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$96.7 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$81.3 Million0.69% of portfolio
-
Facet Wealth, Inc.1.15MShares$65.6 Million1.79% of portfolio