Moss Adams Wealth Advisors LLC Ishares California Muni Bond E Transaction History
Moss Adams Wealth Advisors LLC
- $1.28 Trillion
- Q3 2025
A detailed history of Moss Adams Wealth Advisors LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 10,882 shares of CMF stock, worth $624,082. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,882
Previous 22,250
51.09%
Holding current value
$624,082
Previous $1.24 Billion
49.95%
% of portfolio
0.05%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding CMF
# of Institutions
348Shares 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