Ever Source Wealth Advisors, LLC Ishares California Muni Bond E Transaction History
Ever Source Wealth Advisors, LLC
- $1.66 Billion
- Q1 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 351 shares of CMF stock, worth $19,543. This represents 0.0% of its overall portfolio holdings.
Number of Shares
351Holding current value
$19,543% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding CMF
# of Institutions
328Shares Held
48.9MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA10.3MShares$571 Million0.11% of portfolio
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Wealthfront Advisers LLC8.95MShares$498 Million1.44% of portfolio
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Morgan Stanley New York, NY1.82MShares$102 Million0.01% of portfolio
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Syon Capital LLC San Francisco, CA1.35MShares$75 Million6.17% of portfolio
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Bank Of America Corp Charlotte, NC1.29MShares$72 Million0.01% of portfolio