Gould Asset Management LLC Ishares California Muni Bond E Transaction History
Gould Asset Management LLC
- $431 Million
- Q2 2024
A detailed history of Gould Asset Management LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Gould Asset Management LLC holds 35,950 shares of CMF stock, worth $2.09 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
35,950
Previous 31,520
14.05%
Holding current value
$2.09 Million
Previous $1.81 Million
12.74%
% of portfolio
0.47%
Previous 0.44%
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$559 Million0.11% of portfolio
-
Morgan Stanley New York, NY1.79MShares$104 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.27MShares$74.1 Million0.78% of portfolio
-
Bank Of America Corp Charlotte, NC1.04MShares$60.8 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS825KShares$48 Million0.09% of portfolio