Alpha Financial Partners, LLC Ishares California Muni Bond E Transaction History
Alpha Financial Partners, LLC
- $140 Billion
- Q3 2024
A detailed history of Alpha Financial Partners, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Alpha Financial Partners, LLC holds 92,516 shares of CMF stock, worth $5.32 Million. This represents 3.83% of its overall portfolio holdings.
Number of Shares
92,516Holding current value
$5.32 Million% of portfolio
3.83%Shares
1 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$761 Million0.15% of portfolio
-
Morgan Stanley New York, NY1.8MShares$103 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$78.1 Million0.01% of portfolio
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Ep Wealth Advisors, LLC Torrance, CA1.31MShares$75.3 Million0.68% of portfolio
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Facet Wealth, Inc.992KShares$57 Million1.6% of portfolio