Buckingham Strategic Wealth, LLC Ishares California Muni Bond E Transaction History
Buckingham Strategic Wealth, LLC
- $8.98 Billion
- Q2 2024
A detailed history of Buckingham Strategic Wealth, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 51,750 shares of CMF stock, worth $2.96 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
51,750
Previous 35,291
46.64%
Holding current value
$2.96 Million
Previous $2.03 Million
44.98%
% of portfolio
0.03%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding CMF
# of Institutions
313Shares Held
39.5MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$628 Million0.12% of portfolio
-
Morgan Stanley New York, NY1.84MShares$105 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$96.7 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$81.3 Million0.69% of portfolio
-
Facet Wealth, Inc.1.15MShares$65.6 Million1.79% of portfolio