Shira Ridge Wealth Management Ishares California Muni Bond E Transaction History
Shira Ridge Wealth Management
- $179 Billion
- Q2 2024
A detailed history of Shira Ridge Wealth Management transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Shira Ridge Wealth Management holds 8,698 shares of CMF stock, worth $502,570. This represents 0.28% of its overall portfolio holdings.
Number of Shares
8,698
Previous 6,018
44.53%
Holding current value
$502,570
Previous $346 Million
42.87%
% of portfolio
0.28%
Previous 0.2%
Shares
4 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$555 Million0.11% of portfolio
-
Morgan Stanley New York, NY1.79MShares$104 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.27MShares$73.6 Million0.78% of portfolio
-
Bank Of America Corp Charlotte, NC1.04MShares$60.3 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS825KShares$47.7 Million0.09% of portfolio