Facet Wealth, Inc. Ishares California Muni Bond E Transaction History
Facet Wealth, Inc.
- $3.23 Billion
- Q2 2024
A detailed history of Facet Wealth, Inc. transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Facet Wealth, Inc. holds 583,939 shares of CMF stock, worth $34 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
583,939
Previous 463,495
25.99%
Holding current value
$34 Million
Previous $26.7 Million
24.54%
% of portfolio
1.03%
Previous 0.89%
Shares
5 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$559 Million0.11% of portfolio
-
Morgan Stanley New York, NY1.79MShares$104 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.27MShares$74.1 Million0.78% of portfolio
-
Bank Of America Corp Charlotte, NC1.04MShares$60.8 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS825KShares$48 Million0.09% of portfolio