One Degree Advisors Inc Ishares California Muni Bond E Transaction History
One Degree Advisors Inc
- $237 Million
- Q3 2024
A detailed history of One Degree Advisors Inc transactions in Ishares California Muni Bond E stock. As of the latest transaction made, One Degree Advisors Inc holds 4,731 shares of CMF stock, worth $272,174. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,731
Previous 17,264
72.6%
Holding current value
$272,174
Previous $981,000
71.97%
% of portfolio
0.12%
Previous 0.47%
Shares
4 transactions
Others Institutions Holding CMF
# of Institutions
288Shares Held
38.6MCall Options Held
5KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$762 Million0.15% of portfolio
-
Morgan Stanley New York, NY1.8MShares$103 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$78.1 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.31MShares$75.3 Million0.68% of portfolio
-
Facet Wealth, Inc.992KShares$57.1 Million1.6% of portfolio