Gradient Capital Advisors, LLC Ishares California Muni Bond E Transaction History
Gradient Capital Advisors, LLC
- $278 Million
- Q2 2024
Shares
4 transactions
Others Institutions Holding CMF
# of Institutions
264Shares Held
32.6MCall Options Held
6KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA9.61MShares$558 Million0.11% of portfolio
-
Morgan Stanley New York, NY1.79MShares$104 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.27MShares$74 Million0.78% of portfolio
-
Bank Of America Corp Charlotte, NC1.04MShares$60.7 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS825KShares$47.9 Million0.09% of portfolio