Lodestar Private Asset Management LLC Ishares California Muni Bond E Transaction History
Lodestar Private Asset Management LLC
- $772 Million
- Q2 2024
A detailed history of Lodestar Private Asset Management LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 73,270 shares of CMF stock, worth $4.2 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
73,270
Previous 68,941
6.28%
Holding current value
$4.2 Million
Previous $3.97 Billion
99.89%
% of portfolio
0.54%
Previous 0.57%
Shares
7 transactions
Others Institutions Holding CMF
# of Institutions
269Shares Held
32.9MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.58MShares$550 Million0.76% of portfolio
-
Morgan Stanley New York, NY1.79MShares$103 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.26MShares$72.4 Million0.86% of portfolio
-
Bank Of America Corp Charlotte, NC1.12MShares$64.5 Million0.01% of portfolio
-
Ubs Group Ag856KShares$49.1 Million0.01% of portfolio