Atlas Legacy Advisors, LLC Ishares California Muni Bond E Transaction History
Atlas Legacy Advisors, LLC
- $394 Billion
- Q1 2025
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 37,072 shares of CMF stock, worth $2.05 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
37,072
Previous 37,950
2.31%
Holding current value
$2.05 Million
Previous $2.17 Billion
3.92%
% of portfolio
0.53%
Previous 0.53%
Shares
2 transactions
Others Institutions Holding CMF
# of Institutions
329Shares Held
49MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA10.3MShares$568 Million0.11% of portfolio
-
Wealthfront Advisers LLC8.95MShares$495 Million1.44% of portfolio
-
Morgan Stanley New York, NY1.82MShares$101 Million0.01% of portfolio
-
Syon Capital LLC San Francisco, CA1.35MShares$74.5 Million6.17% of portfolio
-
Bank Of America Corp Charlotte, NC1.29MShares$71.5 Million0.01% of portfolio