Forum Financial Management, LP Ishares California Muni Bond E Transaction History
Forum Financial Management, LP
- $5.05 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding CMF
# of Institutions
314Shares Held
39.5MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$616 Million0.12% of portfolio
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Morgan Stanley New York, NY1.84MShares$103 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC1.69MShares$95 Million0.01% of portfolio
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Ep Wealth Advisors, LLC Torrance, CA1.42MShares$79.8 Million0.69% of portfolio
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Facet Wealth, Inc.1.15MShares$64.4 Million1.79% of portfolio