Elmwood Wealth Management, Inc. Ishares California Muni Bond E Transaction History
Elmwood Wealth Management, Inc.
- $228 Million
- Q2 2025
A detailed history of Elmwood Wealth Management, Inc. transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 66,175 shares of CMF stock, worth $3.66 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
66,175
Previous 65,165
1.55%
Holding current value
$3.66 Million
Previous $3.67 Million
0.57%
% of portfolio
1.62%
Previous 1.66%
Shares
17 transactions
Others Institutions Holding CMF
# of Institutions
334Shares Held
48.4MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA10.3MShares$567 Million0.11% of portfolio
-
Wealthfront Advisers LLC8.95MShares$495 Million1.44% of portfolio
-
Morgan Stanley New York, NY1.82MShares$101 Million0.01% of portfolio
-
Syon Capital LLC San Francisco, CA1.35MShares$74.4 Million6.17% of portfolio
-
Bank Of America Corp Charlotte, NC1.29MShares$71.5 Million0.01% of portfolio