Diversified, LLC Ishares California Muni Bond E Transaction History
Diversified, LLC
- $861 Million
- Q3 2024
A detailed history of Diversified, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Diversified, LLC holds 4,170 shares of CMF stock, worth $236,272. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,170
Previous 4,142
0.68%
Holding current value
$236,272
Previous $235,000
2.98%
% of portfolio
0.03%
Previous 0.03%
Shares
2 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$623 Million0.12% of portfolio
-
Morgan Stanley New York, NY1.84MShares$104 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$96 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$80.6 Million0.69% of portfolio
-
Facet Wealth, Inc.1.15MShares$65.1 Million1.79% of portfolio