Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares California Muni Bond E Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.37 Billion
- Q2 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 23,584 shares of CMF stock, worth $1.36 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
23,584
Previous 26,449
10.83%
Holding current value
$1.36 Million
Previous $1.52 Million
11.83%
% of portfolio
0.04%
Previous 0.05%
Shares
22 transactions
Others Institutions Holding CMF
# of Institutions
264Shares Held
32.7MCall Options Held
6KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA9.61MShares$555 Million0.11% of portfolio
-
Morgan Stanley New York, NY1.79MShares$104 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.27MShares$73.6 Million0.78% of portfolio
-
Bank Of America Corp Charlotte, NC1.04MShares$60.3 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS825KShares$47.7 Million0.09% of portfolio