Wespac Advisors So Cal, LLC Ishares California Muni Bond E Transaction History
Wespac Advisors So Cal, LLC
- $480 Million
- Q4 2025
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 31,896 shares of CMF stock, worth $1.83 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
31,896
Previous 24,386
30.8%
Holding current value
$1.83 Million
Previous $1.39 Million
31.58%
% of portfolio
0.38%
Previous 0.31%
Shares
4 transactions
Others Institutions Holding CMF
# of Institutions
351Shares Held
42.1MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA7.74MShares$444 Million0.07% of portfolio
-
Wealthfront Advisers LLC3.96MShares$227 Million0.54% of portfolio
-
Morgan Stanley New York, NY1.77MShares$101 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.64MShares$94.1 Million0.01% of portfolio
-
Bailard, Inc.1.43MShares$82.3 Million1.84% of portfolio