Cliftonlarsonallen Wealth Advisors, LLC Ishares California Muni Bond E Transaction History
Cliftonlarsonallen Wealth Advisors, LLC
- $5.16 Billion
- Q4 2024
A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 56,676 shares of CMF stock, worth $3.26 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
56,676
Previous 65,680
13.71%
Holding current value
$3.26 Million
Previous $3.82 Million
14.94%
% of portfolio
0.06%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding CMF
# of Institutions
313Shares Held
39.5MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$632 Million0.12% of portfolio
-
Morgan Stanley New York, NY1.84MShares$106 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$97.3 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$81.8 Million0.69% of portfolio
-
Facet Wealth, Inc.1.15MShares$66 Million1.79% of portfolio