Westside Investment Management, Inc. Ishares California Muni Bond E Transaction History
Westside Investment Management, Inc.
- $475 Billion
- Q4 2024
A detailed history of Westside Investment Management, Inc. transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Westside Investment Management, Inc. holds 43,084 shares of CMF stock, worth $2.45 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
43,084
Previous 40,820
5.55%
Holding current value
$2.45 Million
Previous $2.37 Billion
4.07%
% of portfolio
0.52%
Previous 0.5%
Shares
21 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