Gerber Kawasaki Wealth & Investment Management Ishares California Muni Bond E Transaction History
Gerber Kawasaki Wealth & Investment Management
- $2.28 Billion
- Q4 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 14,028 shares of CMF stock, worth $806,189. This represents 0.04% of its overall portfolio holdings.
Number of Shares
14,028
Previous 9,915
41.48%
Holding current value
$806,189
Previous $576,000
39.41%
% of portfolio
0.04%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding CMF
# of Institutions
313Shares Held
39.5MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$632 Million0.12% of portfolio
-
Morgan Stanley New York, NY1.84MShares$106 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$97.3 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$81.8 Million0.69% of portfolio
-
Facet Wealth, Inc.1.15MShares$66 Million1.79% of portfolio