Wealth Collab, LLC Ishares California Muni Bond E Transaction History
Wealth Collab, LLC
- $153 Billion
- Q3 2024
A detailed history of Wealth Collab, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Wealth Collab, LLC holds 29,066 shares of CMF stock, worth $1.66 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
29,066
Previous 27,621
5.23%
Holding current value
$1.66 Million
Previous $1.57 Billion
7.51%
% of portfolio
1.11%
Previous 1.13%
Shares
4 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$754 Million0.15% of portfolio
-
Morgan Stanley New York, NY1.8MShares$102 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$77.4 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.31MShares$74.6 Million0.68% of portfolio
-
Facet Wealth, Inc.992KShares$56.5 Million1.6% of portfolio