Callan Capital, LLC Ishares California Muni Bond E Transaction History

Callan Capital, LLC

$1.42 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 08, 2023	BUY	$55.81 - $57.67 $304,666 - $314,820	5,459 New	5,459 $313,000

Others Institutions Holding CMF

# of Institutions

288

Shares Held

38.6M

Call Options Held

5K

Put Options Held

4.5K

Charles Schwab Investment Management Inc San Francisco, CA

13.2M
Shares

$761 Million
0.15% of portfolio
Morgan Stanley New York, NY

1.8M
Shares

$103 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.36M
Shares

$78.1 Million
0.01% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

1.31M
Shares

$75.3 Million
0.68% of portfolio
Facet Wealth, Inc.

992K
Shares

$57 Million
1.6% of portfolio

About ISHARES CALIFORNIA MUNI BOND E

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