Bristlecone Advisors, LLC Ishares California Muni Bond E Transaction History
Bristlecone Advisors, LLC
- $1.24 Billion
- Q3 2024
A detailed history of Bristlecone Advisors, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Bristlecone Advisors, LLC holds 11,664 shares of CMF stock, worth $675,112. This represents 0.05% of its overall portfolio holdings.
Number of Shares
11,664
Previous 11,226
3.9%
Holding current value
$675,112
Previous $638,000
6.11%
% of portfolio
0.05%
Previous 0.05%
Shares
18 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