Atlas Legacy Advisors, LLC Ishares California Muni Bond E Transaction History
Atlas Legacy Advisors, LLC
- $454 Billion
- Q2 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 203,783 shares of CMF stock, worth $11.7 Million. This represents 2.5% of its overall portfolio holdings.
Number of Shares
203,783
Previous 37,072
449.7%
Holding current value
$11.7 Million
Previous $2.09 Billion
443.84%
% of portfolio
2.5%
Previous 0.53%
Shares
3 transactions
Others Institutions Holding CMF
# of Institutions
346Shares Held
47.3MCall Options Held
0Put Options Held
0-
Wealthfront Advisers LLC8.65MShares$497 Million1.26% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA7.72MShares$444 Million0.08% of portfolio
-
Jane Street Group, LLC New York, NY1.79MShares$103 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.78MShares$102 Million0.01% of portfolio
-
Bailard, Inc.1.34MShares$77.3 Million1.78% of portfolio