Centaurus Financial, Inc. Ishares California Muni Bond E Transaction History

Centaurus Financial, Inc.

$1.45 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 05, 2018	SELL	$57.8 - $58.76 $67,626 - $68,749	-1,170 Closed	0 $0
Q2 2018 Aug 15, 2018	BUY	$57.73 - $58.7 $67,544 - $68,679	1,170 New	1,170 $68,000

Others Institutions Holding CMF

# of Institutions

322

Shares Held

47.7M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

10.3M
Shares

$574 Million
0.11% of portfolio
Wealthfront Advisers LLC

8.95M
Shares

$501 Million
1.44% of portfolio
Morgan Stanley New York, NY

1.84M
Shares

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

1.69M
Shares

$94.8 Million
0.01% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

1.42M
Shares

$79.6 Million
0.69% of portfolio

About ISHARES CALIFORNIA MUNI BOND E

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