Falcon Wealth Planning Ishares California Muni Bond E Transaction History
Falcon Wealth Planning
- $769 Million
- Q2 2024
A detailed history of Falcon Wealth Planning transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Falcon Wealth Planning holds 5,442 shares of CMF stock, worth $315,744. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,442
Previous 6,153
11.56%
Holding current value
$315,744
Previous $354,000
12.71%
% of portfolio
0.04%
Previous 0.06%
Shares
14 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$557 Million0.11% of portfolio
-
Morgan Stanley New York, NY1.79MShares$104 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.27MShares$73.9 Million0.78% of portfolio
-
Bank Of America Corp Charlotte, NC1.04MShares$60.6 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS825KShares$47.9 Million0.09% of portfolio