Asset Planning,Inc Ishares California Muni Bond E Transaction History
Asset Planning,Inc
- $138 Billion
- Q3 2025
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 $40,145. This represents 0.03% of its overall portfolio holdings.
Number of Shares
700
Previous 700
-0.0%
Holding current value
$40,145
Previous $39 Million
2.33%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding CMF
# of Institutions
351Shares Held
42.1MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA7.74MShares$444 Million0.07% of portfolio
-
Wealthfront Advisers LLC3.96MShares$227 Million0.54% of portfolio
-
Morgan Stanley New York, NY1.77MShares$101 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.64MShares$94.1 Million0.01% of portfolio
-
Bailard, Inc.1.43MShares$82.3 Million1.84% of portfolio