Wespac Advisors So Cal, LLC Ishares California Muni Bond E Transaction History
Wespac Advisors So Cal, LLC
- $426 Million
- Q3 2024
A detailed history of Wespac Advisors So Cal, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Wespac Advisors So Cal, LLC holds 5,256 shares of CMF stock, worth $298,540. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,256Holding current value
$298,540% of portfolio
0.07%Shares
1 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
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Ep Wealth Advisors, LLC Torrance, CA1.31MShares$74.4 Million0.68% of portfolio
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Facet Wealth, Inc.992KShares$56.3 Million1.6% of portfolio