Hb Wealth Management, LLC Ishares California Muni Bond E Transaction History
Hb Wealth Management, LLC
- $9.75 Billion
- Q4 2024
A detailed history of Hb Wealth Management, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Hb Wealth Management, LLC holds 4,491 shares of CMF stock, worth $255,627. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,491
Previous 3,615
24.23%
Holding current value
$255,627
Previous $210,000
22.38%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding CMF
# of Institutions
302Shares Held
38.7MCall Options Held
5KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$626 Million0.12% of portfolio
-
Morgan Stanley New York, NY1.8MShares$102 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$77.3 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.31MShares$74.5 Million0.68% of portfolio
-
Facet Wealth, Inc.1.15MShares$65.4 Million1.79% of portfolio