Werba Rubin Papier Wealth Management Ishares California Muni Bond E Transaction History
Werba Rubin Papier Wealth Management
- $424 Billion
- Q4 2024
A detailed history of Werba Rubin Papier Wealth Management transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 22,638 shares of CMF stock, worth $1.29 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
22,638
Previous 15,068
50.24%
Holding current value
$1.29 Million
Previous $876 Million
12.77%
% of portfolio
0.23%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding CMF
# of Institutions
309Shares Held
39.4MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$625 Million0.12% of portfolio
-
Morgan Stanley New York, NY1.8MShares$102 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$96.3 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$80.9 Million0.69% of portfolio
-
Facet Wealth, Inc.1.15MShares$65.3 Million1.79% of portfolio