Financial Advocates Investment Management Ishares California Muni Bond E Transaction History
Financial Advocates Investment Management
- $1.71 Billion
- Q4 2024
A detailed history of Financial Advocates Investment Management transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Financial Advocates Investment Management holds 9,497 shares of CMF stock, worth $540,854. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,497
Previous 9,840
3.49%
Holding current value
$540,854
Previous $571,000
4.9%
% of portfolio
0.03%
Previous 0.03%
Shares
24 transactions
Others Institutions Holding CMF
# of Institutions
299Shares Held
37.9MCall Options Held
5KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$626 Million0.12% of portfolio
-
Morgan Stanley New York, NY1.8MShares$102 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$77.4 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.31MShares$74.6 Million0.68% of portfolio
-
Bailard, Inc.1.06MShares$60.5 Million1.59% of portfolio