Clifford Swan Investment Counsel LLC Ishares California Muni Bond E Transaction History
Clifford Swan Investment Counsel LLC
- $2.66 Billion
- Q2 2024
A detailed history of Clifford Swan Investment Counsel LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Clifford Swan Investment Counsel LLC holds 7,010 shares of CMF stock, worth $407,771. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,010
Previous 7,010
-0.0%
Holding current value
$407,771
Previous $403,000
1.24%
% of portfolio
0.01%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding CMF
# of Institutions
264Shares Held
32.7MCall Options Held
6KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA9.61MShares$559 Million0.11% of portfolio
-
Morgan Stanley New York, NY1.79MShares$104 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.27MShares$74.1 Million0.78% of portfolio
-
Bank Of America Corp Charlotte, NC1.04MShares$60.8 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS825KShares$48 Million0.09% of portfolio