Avantax Planning Partners, Inc. Ishares California Muni Bond E Transaction History
Avantax Planning Partners, Inc.
- $2.78 Billion
- Q3 2024
A detailed history of Avantax Planning Partners, Inc. transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 12,196 shares of CMF stock, worth $696,147. This represents 0.03% of its overall portfolio holdings.
Number of Shares
12,196
Previous 12,196
-0.0%
Holding current value
$696,147
Previous $693,000
2.16%
% of portfolio
0.03%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding CMF
# of Institutions
289Shares Held
38.7MCall Options Held
5KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$756 Million0.15% of portfolio
-
Morgan Stanley New York, NY1.8MShares$103 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$77.5 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.31MShares$74.7 Million0.68% of portfolio
-
Facet Wealth, Inc.992KShares$56.6 Million1.6% of portfolio