Ehrlich Financial Group Ishares California Muni Bond E Transaction History
Ehrlich Financial Group
- $140 Billion
- Q3 2024
A detailed history of Ehrlich Financial Group transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Ehrlich Financial Group holds 92,516 shares of CMF stock, worth $5.33 Million. This represents 3.83% of its overall portfolio holdings.
Number of Shares
92,516
Previous 79,358
16.58%
Holding current value
$5.33 Million
Previous $4.51 Billion
19.1%
% of portfolio
3.83%
Previous 3.56%
Shares
4 transactions
Others Institutions Holding CMF
# of Institutions
288Shares Held
38.6MCall Options Held
5KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$762 Million0.15% of portfolio
-
Morgan Stanley New York, NY1.8MShares$103 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$78.2 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.31MShares$75.4 Million0.68% of portfolio
-
Facet Wealth, Inc.992KShares$57.1 Million1.6% of portfolio