Adviser Investments LLC Ishares California Muni Bond E Transaction History
Adviser Investments LLC
- $7.95 Billion
- Q3 2024
A detailed history of Adviser Investments LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Adviser Investments LLC holds 361,051 shares of CMF stock, worth $20.6 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
361,051
Previous 331,900
8.78%
Holding current value
$20.6 Million
Previous $18.9 Million
11.13%
% of portfolio
0.26%
Previous 0.25%
Shares
10 transactions
Others Institutions Holding CMF
# of Institutions
289Shares Held
38.7MCall Options Held
5KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$757 Million0.15% of portfolio
-
Morgan Stanley New York, NY1.8MShares$103 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$77.6 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.31MShares$74.8 Million0.68% of portfolio
-
Facet Wealth, Inc.992KShares$56.7 Million1.6% of portfolio