Ep Wealth Advisors, LLC Ishares California Muni Bond E Call Options Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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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$558 Million0.11% of portfolio
-
Morgan Stanley New York, NY1.79MShares$104 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC1.04MShares$60.7 Million0.01% of portfolio
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Mariner, LLC Overland Park, KS825KShares$47.9 Million0.09% of portfolio
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Ubs Group Ag811KShares$47.1 Million0.01% of portfolio