Archvest Wealth Advisors, Inc. Ishares California Muni Bond E Transaction History
Archvest Wealth Advisors, Inc.
- $166 Million
- Q3 2024
A detailed history of Archvest Wealth Advisors, Inc. transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 6,569 shares of CMF stock, worth $374,104. This represents 0.23% of its overall portfolio holdings.
Number of Shares
6,569Holding current value
$374,104% of portfolio
0.23%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$754 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
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Ep Wealth Advisors, LLC Torrance, CA1.31MShares$74.6 Million0.68% of portfolio
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Facet Wealth, Inc.992KShares$56.5 Million1.6% of portfolio