Bradley & Co. Private Wealth Management, LLC Ishares California Muni Bond E Transaction History
Bradley & Co. Private Wealth Management, LLC
- $134 Million
- Q2 2024
A detailed history of Bradley & Co. Private Wealth Management, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Bradley & Co. Private Wealth Management, LLC holds 3,205 shares of CMF stock, worth $185,505. This represents 0.14% of its overall portfolio holdings.
Number of Shares
3,205
Previous 3,205
-0.0%
Holding current value
$185,505
Previous $184,000
1.09%
% of portfolio
0.14%
Previous 0.15%
Shares
8 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$767 Million0.15% of portfolio
-
Morgan Stanley New York, NY1.8MShares$104 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$78.6 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.31MShares$75.8 Million0.68% of portfolio
-
Facet Wealth, Inc.992KShares$57.4 Million1.6% of portfolio