Altfest L J & CO Inc Ishares California Muni Bond E Transaction History
Altfest L J & CO Inc
- $692 Million
- Q4 2024
A detailed history of Altfest L J & CO Inc transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Altfest L J & CO Inc holds 5,218 shares of CMF stock, worth $296,799. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,218
Previous 5,218
-0.0%
Holding current value
$296,799
Previous $303,000
1.65%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding CMF
# of Institutions
313Shares Held
39.5MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$625 Million0.12% of portfolio
-
Morgan Stanley New York, NY1.84MShares$105 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$96.3 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$80.9 Million0.69% of portfolio
-
Facet Wealth, Inc.1.15MShares$65.4 Million1.79% of portfolio