Ehrlich Financial Group Ishares California Muni Bond E Transaction History
Ehrlich Financial Group
- $137 Billion
- Q1 2025
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 87,963 shares of CMF stock, worth $4.92 Million. This represents 3.61% of its overall portfolio holdings.
Number of Shares
87,963
Previous 95,820
8.2%
Holding current value
$4.92 Million
Previous $5.49 Billion
9.8%
% of portfolio
3.61%
Previous 3.9%
Shares
6 transactions
Others Institutions Holding CMF
# of Institutions
324Shares Held
48.5MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$615 Million0.12% of portfolio
-
Wealthfront Advisers LLC8.95MShares$501 Million1.44% of portfolio
-
Morgan Stanley New York, NY1.84MShares$103 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$94.8 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$79.6 Million0.69% of portfolio