Exencial Wealth Advisors, LLC Ishares California Muni Bond E Put Options Transaction History

Exencial Wealth Advisors, LLC

$2.72 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding CMF

# of Institutions

289

Shares Held

38.7M

Call Options Held

5K

Put Options Held

4.5K

Charles Schwab Investment Management Inc San Francisco, CA

13.2M
Shares

$754 Million
0.15% of portfolio
Morgan Stanley New York, NY

1.8M
Shares

$102 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.36M
Shares

$77.4 Million
0.01% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

1.31M
Shares

$74.6 Million
0.68% of portfolio
Facet Wealth, Inc.

992K
Shares

$56.5 Million
1.6% of portfolio

About ISHARES CALIFORNIA MUNI BOND E

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