Ballast Advisors LLC Ishares California Muni Bond E Transaction History
Ballast Advisors LLC
- $323 Million
- Q4 2024
A detailed history of Ballast Advisors LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Ballast Advisors LLC holds 405 shares of CMF stock, worth $23,129. This represents 0.01% of its overall portfolio holdings.
Number of Shares
405
Previous 495
18.18%
Holding current value
$23,129
Previous $28,000
17.86%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding CMF
# of Institutions
313Shares Held
39.5MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$628 Million0.12% of portfolio
-
Morgan Stanley New York, NY1.84MShares$105 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$96.7 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$81.3 Million0.69% of portfolio
-
Facet Wealth, Inc.1.15MShares$65.6 Million1.79% of portfolio