Conquis Financial LLC Ishares California Muni Bond E Transaction History
Conquis Financial LLC
- $97.7 Billion
- Q4 2024
A detailed history of Conquis Financial LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Conquis Financial LLC holds 17,118 shares of CMF stock, worth $969,905. This represents 1.0% of its overall portfolio holdings.
Number of Shares
17,118Holding current value
$969,905% of portfolio
1.0%Shares
1 transactions
Others Institutions Holding CMF
# of Institutions
303Shares Held
38.3MCall Options Held
5KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$623 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 Million0.01% of portfolio
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Ep Wealth Advisors, LLC Torrance, CA1.31MShares$74.2 Million0.68% of portfolio
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Facet Wealth, Inc.1.15MShares$65.1 Million1.79% of portfolio