Bell Investment Advisors, Inc Ishares California Muni Bond E Transaction History
Bell Investment Advisors, Inc
- $542 Million
- Q3 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 59,353 shares of CMF stock, worth $3.39 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
59,353
Previous 55,690
6.58%
Holding current value
$3.39 Million
Previous $3.17 Million
8.9%
% of portfolio
0.64%
Previous 0.62%
Shares
6 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$102 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