Williams & Novak, LLC Ishares California Muni Bond E Transaction History
Williams & Novak, LLC
- $104 Billion
- Q4 2024
A detailed history of Williams & Novak, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Williams & Novak, LLC holds 45,610 shares of CMF stock, worth $2.59 Million. This represents 2.52% of its overall portfolio holdings.
Number of Shares
45,610
Previous 49,915
8.62%
Holding current value
$2.59 Million
Previous $2.9 Billion
9.93%
% of portfolio
2.52%
Previous 2.71%
Shares
4 transactions
Others Institutions Holding CMF
# of Institutions
289Shares Held
38.8MCall Options Held
5KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$753 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
-
Ep Wealth Advisors, LLC Torrance, CA1.31MShares$74.5 Million0.68% of portfolio
-
Facet Wealth, Inc.992KShares$56.4 Million1.6% of portfolio