Avantax Advisory Services, Inc. Ishares California Muni Bond E Transaction History
Avantax Advisory Services, Inc.
- $17.6 Billion
- Q2 2025
A detailed history of Avantax Advisory Services, Inc. transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 80,438 shares of CMF stock, worth $4.59 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
80,438
Previous 60,055
33.94%
Holding current value
$4.59 Million
Previous $3.38 Million
32.67%
% of portfolio
0.03%
Previous 0.02%
Shares
22 transactions
Others Institutions Holding CMF
# of Institutions
343Shares Held
47.3MCall Options Held
0Put Options Held
0-
Wealthfront Advisers LLC8.65MShares$493 Million1.26% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA7.72MShares$440 Million0.08% of portfolio
-
Jane Street Group, LLC New York, NY1.79MShares$102 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.78MShares$101 Million0.01% of portfolio
-
Bailard, Inc.1.34MShares$76.7 Million1.78% of portfolio