Destination Wealth Management Ishares California Muni Bond E Transaction History
Destination Wealth Management
- $3.19 Billion
- Q3 2024
A detailed history of Destination Wealth Management transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Destination Wealth Management holds 14,310 shares of CMF stock, worth $817,673. This represents 0.03% of its overall portfolio holdings.
Number of Shares
14,310
Previous 13,376
6.98%
Holding current value
$817,673
Previous $760,000
9.34%
% of portfolio
0.03%
Previous 0.03%
Shares
20 transactions
Others Institutions Holding CMF
# of Institutions
289Shares Held
38.7MCall Options Held
5KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$757 Million0.15% of portfolio
-
Morgan Stanley New York, NY1.8MShares$103 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$77.6 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.31MShares$74.8 Million0.68% of portfolio
-
Facet Wealth, Inc.992KShares$56.7 Million1.6% of portfolio