Integris Wealth Management, LLC Ishares California Muni Bond E Transaction History
Integris Wealth Management, LLC
- $346 Billion
- Q2 2024
A detailed history of Integris Wealth Management, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Integris Wealth Management, LLC holds 9,213 shares of CMF stock, worth $533,340. This represents 0.15% of its overall portfolio holdings.
Number of Shares
9,213
Previous 12,242
24.74%
Holding current value
$533,340
Previous $704 Million
25.61%
% of portfolio
0.15%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding CMF
# of Institutions
264Shares Held
32.7MCall Options Held
6KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA9.61MShares$556 Million0.11% of portfolio
-
Morgan Stanley New York, NY1.79MShares$104 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.27MShares$73.7 Million0.78% of portfolio
-
Bank Of America Corp Charlotte, NC1.04MShares$60.5 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS825KShares$47.8 Million0.09% of portfolio