Atlas Legacy Advisors, LLC Ishares California Muni Bond E Transaction History
Atlas Legacy Advisors, LLC
- $413 Billion
- Q4 2024
A detailed history of Atlas Legacy Advisors, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Atlas Legacy Advisors, LLC holds 37,950 shares of CMF stock, worth $2.13 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
37,950Holding current value
$2.13 Million% of portfolio
0.53%Shares
1 transactions
Others Institutions Holding CMF
# of Institutions
316Shares Held
46.2MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$617 Million0.12% of portfolio
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Wealthfront Advisers LLC6.83MShares$383 Million1.15% of portfolio
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Morgan Stanley New York, NY1.84MShares$103 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC1.69MShares$95.1 Million0.01% of portfolio
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Ep Wealth Advisors, LLC Torrance, CA1.42MShares$79.9 Million0.69% of portfolio