Gerber Kawasaki Wealth & Investment Management Ishares California Muni Bond E Transaction History
Gerber Kawasaki Wealth & Investment Management
- $2.16 Billion
- Q3 2024
A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 9,915 shares of CMF stock, worth $565,452. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,915
Previous 9,848
0.68%
Holding current value
$565,452
Previous $560,000
2.86%
% of portfolio
0.03%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding CMF
# of Institutions
294Shares Held
39.4MCall Options Held
5KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$755 Million0.15% of portfolio
-
Morgan Stanley New York, NY1.8MShares$102 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$77.5 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.31MShares$74.7 Million0.68% of portfolio
-
Facet Wealth, Inc.992KShares$56.6 Million1.6% of portfolio