Bartlett & Co. Wealth Management LLC Ishares California Muni Bond E Transaction History
Bartlett & Co. Wealth Management LLC
- $6.97 Trillion
- Q3 2024
Shares
2 transactions
Others Institutions Holding CMF
# of Institutions
288Shares Held
38.6MCall Options Held
5KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$762 Million0.15% of portfolio
-
Morgan Stanley New York, NY1.8MShares$103 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$78.2 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.31MShares$75.4 Million0.68% of portfolio
-
Facet Wealth, Inc.992KShares$57.1 Million1.6% of portfolio