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 $480,846. This represents 0.31% of its overall portfolio holdings.
Number of Shares
8,402
Previous 6,765
24.2%
Holding current value
$480,846
Previous $385,000
19.48%
% of portfolio
0.31%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding CMF
# of Institutions
343Shares Held
47.4MCall Options Held
0Put Options Held
0-
Wealthfront Advisers LLC8.65MShares$495 Million1.26% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA7.72MShares$442 Million0.08% of portfolio
-
Jane Street Group, LLC New York, NY1.79MShares$103 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.78MShares$102 Million0.01% of portfolio
-
Bailard, Inc.1.34MShares$77 Million1.78% of portfolio