Clune & Associates, Ltd. Ishares California Muni Bond E Transaction History
Clune & Associates, Ltd.
- $301 Billion
- Q4 2024
A detailed history of Clune & Associates, Ltd. transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Clune & Associates, Ltd. holds 5,044 shares of CMF stock, worth $287,104. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,044Holding current value
$287,104% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding CMF
# of Institutions
302Shares Held
38.7MCall Options Held
5KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$626 Million0.12% of portfolio
-
Morgan Stanley New York, NY1.8MShares$102 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC1.36MShares$77.3 Million0.01% of portfolio
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Ep Wealth Advisors, LLC Torrance, CA1.31MShares$74.5 Million0.68% of portfolio
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Facet Wealth, Inc.1.15MShares$65.4 Million1.79% of portfolio