Williams & Novak, LLC Ishares California Muni Bond E Transaction History
Williams & Novak, LLC
- $107 Billion
- Q2 2024
A detailed history of Williams & Novak, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Williams & Novak, LLC holds 52,040 shares of CMF stock, worth $3.01 Million. This represents 2.76% of its overall portfolio holdings.
Number of Shares
52,040
Previous 44,500
16.94%
Holding current value
$3.01 Million
Previous $2.58 Billion
14.8%
% of portfolio
2.76%
Previous 2.93%
Shares
2 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