Client First Capital LLC Ishares California Muni Bond E Transaction History
Client First Capital LLC
- $143 Million
- Q1 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 5,871 shares of CMF stock, worth $333,942. This represents 0.24% of its overall portfolio holdings.
Number of Shares
5,871
Previous 6,478
9.37%
Holding current value
$333,942
Previous $375,000
10.13%
% of portfolio
0.24%
Previous 0.27%
Shares
6 transactions
Others Institutions Holding CMF
# of Institutions
266Shares Held
32.6MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.58MShares$545 Million0.76% of portfolio
-
Morgan Stanley New York, NY1.79MShares$102 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.26MShares$71.8 Million0.86% of portfolio
-
Bank Of America Corp Charlotte, NC1.12MShares$63.9 Million0.01% of portfolio
-
Ubs Group Ag856KShares$48.7 Million0.01% of portfolio