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 $479,334. This represents 0.31% of its overall portfolio holdings.
Number of Shares
8,402
Previous 6,765
24.2%
Holding current value
$479,334
Previous $385,000
19.48%
% of portfolio
0.31%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding CMF
# of Institutions
289Shares Held
38.7MCall Options Held
5KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$756 Million0.15% of portfolio
-
Morgan Stanley New York, NY1.8MShares$102 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$77.5 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.31MShares$74.7 Million0.68% of portfolio
-
Facet Wealth, Inc.992KShares$56.6 Million1.6% of portfolio