Hb Wealth Management, LLC Ishares California Muni Bond E Transaction History
Hb Wealth Management, LLC
- $9.29 Billion
- Q3 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 3,615 shares of CMF stock, worth $207,356. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,615
Previous 3,615
-0.0%
Holding current value
$207,356
Previous $205,000
2.44%
% of portfolio
0.0%
Previous 0.0%
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$760 Million0.15% of portfolio
-
Morgan Stanley New York, NY1.8MShares$103 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$77.9 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.31MShares$75.1 Million0.68% of portfolio
-
Facet Wealth, Inc.992KShares$56.9 Million1.6% of portfolio