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 $449,120. This represents 0.13% of its overall portfolio holdings.
Number of Shares
8,000
Previous 8,000
-0.0%
Holding current value
$449,120
Previous $464,000
1.29%
% of portfolio
0.13%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding CMF
# of Institutions
315Shares Held
46.2MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$617 Million0.12% of portfolio
-
Wealthfront Advisers LLC6.83MShares$383 Million1.15% of portfolio
-
Morgan Stanley New York, NY1.84MShares$103 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$95.1 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$79.9 Million0.69% of portfolio