Asset Planning,Inc Ishares California Muni Bond E Transaction History
Asset Planning,Inc
- $131 Billion
- Q4 2024
A detailed history of Asset Planning,Inc transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Asset Planning,Inc holds 700 shares of CMF stock, worth $40,194. This represents 0.03% of its overall portfolio holdings.
Number of Shares
700Holding current value
$40,194% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding CMF
# of Institutions
313Shares Held
39.5MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$631 Million0.12% of portfolio
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Morgan Stanley New York, NY1.84MShares$106 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC1.69MShares$97.3 Million0.01% of portfolio
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Ep Wealth Advisors, LLC Torrance, CA1.42MShares$81.7 Million0.69% of portfolio
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Facet Wealth, Inc.1.15MShares$66 Million1.79% of portfolio