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 $481,854. This represents 0.31% of its overall portfolio holdings.
Number of Shares
8,402
Previous 6,765
24.2%
Holding current value
$481,854
Previous $385,000
19.48%
% of portfolio
0.31%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding CMF
# of Institutions
349Shares Held
42.1MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA7.74MShares$444 Million0.07% of portfolio
-
Wealthfront Advisers LLC3.96MShares$227 Million0.54% of portfolio
-
Morgan Stanley New York, NY1.77MShares$101 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.64MShares$94.1 Million0.01% of portfolio
-
Bailard, Inc.1.43MShares$82.3 Million1.84% of portfolio