Integris Wealth Management, LLC Ishares California Muni Bond E Transaction History
Integris Wealth Management, LLC
- $346 Billion
- Q2 2024
A detailed history of Integris Wealth Management, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Integris Wealth Management, LLC holds 9,213 shares of CMF stock, worth $528,365. This represents 0.15% of its overall portfolio holdings.
Number of Shares
9,213
Previous 12,242
24.74%
Holding current value
$528,365
Previous $704 Million
25.61%
% of portfolio
0.15%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding CMF
# of Institutions
269Shares Held
32.9MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.58MShares$550 Million0.76% of portfolio
-
Morgan Stanley New York, NY1.79MShares$103 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.26MShares$72.4 Million0.86% of portfolio
-
Bank Of America Corp Charlotte, NC1.12MShares$64.5 Million0.01% of portfolio
-
Ubs Group Ag856KShares$49.1 Million0.01% of portfolio