Ehrlich Financial Group Ishares California Muni Bond E Transaction History
Ehrlich Financial Group
- $141 Billion
- Q4 2024
A detailed history of Ehrlich Financial Group transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Ehrlich Financial Group holds 95,820 shares of CMF stock, worth $5.42 Million. This represents 3.9% of its overall portfolio holdings.
Number of Shares
95,820
Previous 92,516
3.57%
Holding current value
$5.42 Million
Previous $5.38 Billion
2.09%
% of portfolio
3.9%
Previous 3.83%
Shares
5 transactions
Others Institutions Holding CMF
# of Institutions
314Shares Held
39.5MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$622 Million0.12% of portfolio
-
Morgan Stanley New York, NY1.84MShares$104 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$95.8 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$80.5 Million0.69% of portfolio
-
Facet Wealth, Inc.1.15MShares$65 Million1.79% of portfolio