Ae Wealth Management LLC Ishares California Muni Bond E Transaction History
Ae Wealth Management LLC
- $9.76 Billion
- Q3 2024
A detailed history of Ae Wealth Management LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Ae Wealth Management LLC holds 15,806 shares of CMF stock, worth $913,270. This represents 0.01% of its overall portfolio holdings.
Number of Shares
15,806
Previous 15,806
-0.0%
Holding current value
$913,270
Previous $899,000
2.11%
% of portfolio
0.01%
Previous 0.01%
Shares
6 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$765 Million0.15% of portfolio
-
Morgan Stanley New York, NY1.8MShares$104 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$78.5 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.31MShares$75.6 Million0.68% of portfolio
-
Facet Wealth, Inc.992KShares$57.3 Million1.6% of portfolio