Ever Source Wealth Advisors, LLC Ishares California Muni Bond E Transaction History
Ever Source Wealth Advisors, LLC
- $2.2 Billion
- Q3 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 356 shares of CMF stock, worth $20,416. This represents 0.0% of its overall portfolio holdings.
Number of Shares
356
Previous 354
0.56%
Holding current value
$20,416
Previous $19,000
5.26%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding CMF
# of Institutions
350Shares Held
42.1MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA7.74MShares$444 Million0.07% of portfolio
-
Wealthfront Advisers LLC3.96MShares$227 Million0.54% of portfolio
-
Morgan Stanley New York, NY1.77MShares$101 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.64MShares$94.1 Million0.01% of portfolio
-
Bailard, Inc.1.43MShares$82.3 Million1.84% of portfolio