Certus Wealth Management, LLC Ishares California Muni Bond E Transaction History
Certus Wealth Management, LLC
- $149 Million
- Q2 2025
A detailed history of Certus Wealth Management, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Certus Wealth Management, LLC holds 142,019 shares of CMF stock, worth $7.9 Million. This represents 5.32% of its overall portfolio holdings.
Number of Shares
142,019
Previous 142,020
0.0%
Holding current value
$7.9 Million
Previous $7.99 Million
0.95%
% of portfolio
5.32%
Previous 5.68%
Shares
9 transactions
Others Institutions Holding CMF
# of Institutions
337Shares Held
46.4MCall Options Held
0Put Options Held
0-
Wealthfront Advisers LLC8.65MShares$481 Million1.26% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA7.72MShares$429 Million0.08% of portfolio
-
Morgan Stanley New York, NY1.82MShares$101 Million0.01% of portfolio
-
Jane Street Group, LLC New York, NY1.79MShares$99.7 Million0.02% of portfolio
-
Bailard, Inc.1.34MShares$74.8 Million1.78% of portfolio