Atlas Legacy Advisors, LLC Ishares California Muni Bond E Transaction History
Atlas Legacy Advisors, LLC
- $519 Billion
- Q3 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 200,702 shares of CMF stock, worth $11.5 Million. This represents 2.21% of its overall portfolio holdings.
Number of Shares
200,702
Previous 203,783
1.51%
Holding current value
$11.5 Million
Previous $11.4 Billion
0.79%
% of portfolio
2.21%
Previous 2.5%
Shares
4 transactions
Others Institutions Holding CMF
# of Institutions
350Shares Held
42.1MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA7.74MShares$444 Million0.07% of portfolio
-
Wealthfront Advisers LLC3.96MShares$227 Million0.54% of portfolio
-
Morgan Stanley New York, NY1.77MShares$101 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.64MShares$94.1 Million0.01% of portfolio
-
Bailard, Inc.1.43MShares$82.3 Million1.84% of portfolio