Caliber Wealth Management, LLC / Ks Ishares California Muni Bond E Transaction History
Caliber Wealth Management, LLC / Ks
- $930 Billion
- Q2 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 8,164 shares of CMF stock, worth $454,000. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,164Holding current value
$454,000% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding CMF
# of Institutions
334Shares Held
48.8MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA10.3MShares$571 Million0.11% of portfolio
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Wealthfront Advisers LLC8.65MShares$481 Million1.26% of portfolio
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Morgan Stanley New York, NY1.82MShares$101 Million0.01% of portfolio
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Syon Capital LLC San Francisco, CA1.35MShares$74.9 Million6.17% of portfolio
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Bailard, Inc.1.34MShares$74.8 Million1.78% of portfolio