Aptus Capital Advisors, LLC Ishares California Muni Bond E Transaction History
Aptus Capital Advisors, LLC
- $6.27 Billion
- Q3 2024
A detailed history of Aptus Capital Advisors, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 704 shares of CMF stock, worth $40,381. This represents 0.0% of its overall portfolio holdings.
Number of Shares
704
Previous 704
-0.0%
Holding current value
$40,381
Previous $40,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
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$760 Million0.15% of portfolio
-
Morgan Stanley New York, NY1.8MShares$103 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$77.9 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.31MShares$75.1 Million0.68% of portfolio
-
Facet Wealth, Inc.992KShares$56.9 Million1.6% of portfolio