Hall Private Wealth Advisors Ishares California Muni Bond E Transaction History
Hall Private Wealth Advisors
- $149 Million
- Q3 2023
A detailed history of Hall Private Wealth Advisors transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Hall Private Wealth Advisors holds 8,402 shares of CMF stock, worth $477,905. This represents 0.31% of its overall portfolio holdings.
Number of Shares
8,402
Previous 6,765
24.2%
Holding current value
$477,905
Previous $385,000
19.48%
% of portfolio
0.31%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding CMF
# of Institutions
266Shares Held
32.6MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.58MShares$545 Million0.76% of portfolio
-
Morgan Stanley New York, NY1.79MShares$102 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.26MShares$71.8 Million0.86% of portfolio
-
Bank Of America Corp Charlotte, NC1.12MShares$63.9 Million0.01% of portfolio
-
Ubs Group Ag856KShares$48.7 Million0.01% of portfolio