Willow Creek Wealth Management Inc. Ishares California Muni Bond E Transaction History
Willow Creek Wealth Management Inc.
- $782 Million
- Q4 2023
Shares
3 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