Allworth Financial LP Ishares California Muni Bond E Transaction History
Allworth Financial LP
- $16.1 Billion
- Q3 2024
A detailed history of Allworth Financial LP transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Allworth Financial LP holds 5,525 shares of CMF stock, worth $314,980. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,525
Previous 5,525
-0.0%
Holding current value
$314,980
Previous $314,000
2.23%
% of portfolio
0.0%
Previous 0.0%
Shares
13 transactions
Others Institutions Holding CMF
# of Institutions
288Shares Held
38.7MCall Options Held
5KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$755 Million0.15% of portfolio
-
Morgan Stanley New York, NY1.8MShares$102 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$77.4 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.31MShares$74.6 Million0.68% of portfolio
-
Facet Wealth, Inc.992KShares$56.6 Million1.6% of portfolio