Emergent Wealth Advisors, LLC Ishares California Muni Bond E Transaction History
Emergent Wealth Advisors, LLC
- $173 Billion
- Q3 2025
A detailed history of Emergent Wealth Advisors, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Emergent Wealth Advisors, LLC holds 4,735 shares of CMF stock, worth $272,215. This represents 0.16% of its overall portfolio holdings.
Number of Shares
4,735
Previous 4,735
-0.0%
Holding current value
$272,215
Previous $264 Million
2.33%
% of portfolio
0.16%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding CMF
# of Institutions
350Shares Held
47.5MCall Options Held
0Put Options Held
0-
Wealthfront Advisers LLC8.65MShares$497 Million1.26% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA7.72MShares$444 Million0.08% of portfolio
-
Jane Street Group, LLC New York, NY1.79MShares$103 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.78MShares$102 Million0.01% of portfolio
-
Bailard, Inc.1.43MShares$82.5 Million1.84% of portfolio