21 West Wealth Management LLC Ishares California Muni Bond E Transaction History
21 West Wealth Management LLC
- $105 Billion
- Q3 2025
A detailed history of 21 West Wealth Management LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, 21 West Wealth Management LLC holds 41,463 shares of CMF stock, worth $2.38 Million. This represents 2.24% of its overall portfolio holdings.
Number of Shares
41,463
Previous 29,095
42.51%
Holding current value
$2.38 Million
Previous $1.62 Billion
45.83%
% of portfolio
2.24%
Previous 1.64%
Shares
2 transactions
Others Institutions Holding CMF
# of Institutions
343Shares Held
47.4MCall Options Held
0Put Options Held
0-
Wealthfront Advisers LLC8.65MShares$497 Million1.26% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA7.72MShares$444 Million0.08% of portfolio
-
Jane Street Group, LLC New York, NY1.79MShares$103 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.78MShares$102 Million0.01% of portfolio
-
Bailard, Inc.1.34MShares$77.3 Million1.78% of portfolio