Bell Investment Advisors, Inc Ishares California Muni Bond E Transaction History
Bell Investment Advisors, Inc
- $510 Million
- Q1 2024
A detailed history of Bell Investment Advisors, Inc transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 54,874 shares of CMF stock, worth $3.12 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
54,874
Previous 50,846
7.92%
Holding current value
$3.12 Million
Previous $2.95 Million
7.16%
% of portfolio
0.62%
Previous 0.61%
Shares
4 transactions
Others Institutions Holding CMF
# of Institutions
266Shares Held
32.6MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.58MShares$544 Million0.76% of portfolio
-
Morgan Stanley New York, NY1.79MShares$102 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.26MShares$71.7 Million0.86% of portfolio
-
Bank Of America Corp Charlotte, NC1.12MShares$63.9 Million0.01% of portfolio
-
Ubs Group Ag856KShares$48.6 Million0.01% of portfolio