Gradient Capital Advisors, LLC Ishares California Muni Bond E Put Options Transaction History

Gradient Capital Advisors, LLC

$299 Million
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding CMF

# of Institutions

329

Shares Held

49M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

10.3M
Shares

$570 Million
0.11% of portfolio
Wealthfront Advisers LLC

8.95M
Shares

$497 Million
1.44% of portfolio
Morgan Stanley New York, NY

1.82M
Shares

$101 Million
0.01% of portfolio
Syon Capital LLC San Francisco, CA

1.35M
Shares

$74.8 Million
6.17% of portfolio
Bank Of America Corp Charlotte, NC

1.29M
Shares

$71.8 Million
0.01% of portfolio

About ISHARES CALIFORNIA MUNI BOND E

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