Twin Peaks Wealth Advisors, LLC Ishares California Muni Bond E Transaction History
Twin Peaks Wealth Advisors, LLC
- $237 Billion
- Q4 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 5,478 shares of CMF stock, worth $310,383. This represents 0.13% of its overall portfolio holdings.
Number of Shares
5,478Holding current value
$310,383% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding CMF
# of Institutions
303Shares Held
38.3MCall Options Held
5KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$623 Million0.12% of portfolio
-
Morgan Stanley New York, NY1.8MShares$102 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC1.36MShares$77 Million0.01% of portfolio
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Ep Wealth Advisors, LLC Torrance, CA1.31MShares$74.2 Million0.68% of portfolio
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Facet Wealth, Inc.1.15MShares$65.1 Million1.79% of portfolio