Client First Capital LLC Ishares California Muni Bond E Transaction History
Client First Capital LLC
- $181 Million
- Q3 2024
A detailed history of Client First Capital LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Client First Capital LLC holds 92,440 shares of CMF stock, worth $5.31 Million. This represents 2.97% of its overall portfolio holdings.
Number of Shares
92,440
Previous 5,871
1474.52%
Holding current value
$5.31 Million
Previous $333,000
1512.91%
% of portfolio
2.97%
Previous 0.2%
Shares
7 transactions
Others Institutions Holding CMF
# of Institutions
289Shares Held
38.7MCall Options Held
5KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$761 Million0.15% of portfolio
-
Morgan Stanley New York, NY1.8MShares$103 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$78.1 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.31MShares$75.3 Million0.68% of portfolio
-
Facet Wealth, Inc.992KShares$57 Million1.6% of portfolio