Ehrlich Financial Group Ishares California Muni Bond E Transaction History
Ehrlich Financial Group
- $127 Billion
- Q2 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 79,358 shares of CMF stock, worth $4.6 Million. This represents 3.56% of its overall portfolio holdings.
Number of Shares
79,358
Previous 56,641
40.11%
Holding current value
$4.6 Million
Previous $3.26 Billion
38.5%
% of portfolio
3.56%
Previous 2.74%
Shares
3 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$557 Million0.11% of portfolio
-
Morgan Stanley New York, NY1.79MShares$104 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.27MShares$73.9 Million0.78% of portfolio
-
Bank Of America Corp Charlotte, NC1.04MShares$60.6 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS825KShares$47.9 Million0.09% of portfolio