Aj Wealth Strategies, LLC Ishares California Muni Bond E Transaction History
Aj Wealth Strategies, LLC
- $2.07 Billion
- Q2 2023
A detailed history of Aj Wealth Strategies, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 73,339 shares of CMF stock, worth $4.18 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
73,339
Previous 73,033
0.42%
Holding current value
$4.18 Million
Previous $4.19 Million
0.41%
% of portfolio
0.2%
Previous 0.22%
Shares
11 transactions
Others Institutions Holding CMF
# of Institutions
266Shares Held
32.6MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.58MShares$547 Million0.76% of portfolio
-
Morgan Stanley New York, NY1.79MShares$102 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.26MShares$72 Million0.86% of portfolio
-
Bank Of America Corp Charlotte, NC1.12MShares$64.1 Million0.01% of portfolio
-
Ubs Group Ag856KShares$48.8 Million0.01% of portfolio