Eagle Ridge Investment Management Ishares California Muni Bond E Transaction History
Eagle Ridge Investment Management
- $1.13 Billion
- Q4 2024
A detailed history of Eagle Ridge Investment Management transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Eagle Ridge Investment Management holds 6,605 shares of CMF stock, worth $379,589. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,605
Previous 6,850
3.58%
Holding current value
$379,589
Previous $398,000
5.03%
% of portfolio
0.03%
Previous 0.03%
Shares
24 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