Atlas Capital Advisors LLC Ishares California Muni Bond E Transaction History
Atlas Capital Advisors LLC
- $788 Billion
- Q4 2024
A detailed history of Atlas Capital Advisors LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Atlas Capital Advisors LLC holds 8,272 shares of CMF stock, worth $475,391. This represents 0.06% of its overall portfolio holdings.
Number of Shares
8,272
Previous 6,862
20.55%
Holding current value
$475,391
Previous $399 Million
18.83%
% of portfolio
0.06%
Previous 0.06%
Shares
24 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$632 Million0.12% of portfolio
-
Morgan Stanley New York, NY1.84MShares$106 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$97.3 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$81.8 Million0.69% of portfolio
-
Facet Wealth, Inc.1.15MShares$66 Million1.79% of portfolio