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 $2.88 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
51,750
Previous 35,291
46.64%
Holding current value
$2.88 Million
Previous $2.03 Million
44.98%
% of portfolio
0.03%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding CMF
# of Institutions
336Shares Held
48.7MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA10.3MShares$570 Million0.11% of portfolio
-
Wealthfront Advisers LLC8.65MShares$481 Million1.26% of portfolio
-
Morgan Stanley New York, NY1.82MShares$101 Million0.01% of portfolio
-
Syon Capital LLC San Francisco, CA1.35MShares$74.9 Million6.17% of portfolio
-
Bank Of America Corp Charlotte, NC1.29MShares$71.9 Million0.01% of portfolio