Lm Advisors LLC Ishares California Muni Bond E Transaction History
Lm Advisors LLC
- $492 Million
- Q3 2024
A detailed history of Lm Advisors LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Lm Advisors LLC holds 16,266 shares of CMF stock, worth $936,270. This represents 0.19% of its overall portfolio holdings.
Number of Shares
16,266
Previous 17,266
5.79%
Holding current value
$936,270
Previous $982,000
3.77%
% of portfolio
0.19%
Previous 0.0%
Shares
2 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$78.2 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.31MShares$75.4 Million0.68% of portfolio
-
Facet Wealth, Inc.992KShares$57.1 Million1.6% of portfolio