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 $11.3 Million. This represents 2.5% of its overall portfolio holdings.
Number of Shares
203,783
Previous 37,072
449.7%
Holding current value
$11.3 Million
Previous $2.09 Billion
443.84%
% of portfolio
2.5%
Previous 0.53%
Shares
3 transactions
Others Institutions Holding CMF
# of Institutions
334Shares Held
48.8MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA10.3MShares$571 Million0.11% of portfolio
-
Wealthfront Advisers LLC8.65MShares$481 Million1.26% of portfolio
-
Morgan Stanley New York, NY1.82MShares$101 Million0.01% of portfolio
-
Syon Capital LLC San Francisco, CA1.35MShares$74.9 Million6.17% of portfolio
-
Bailard, Inc.1.34MShares$74.8 Million1.78% of portfolio