Investment Advisory Group, LLC Ishares California Muni Bond E Transaction History
Investment Advisory Group, LLC
- $291 Million
- Q4 2024
A detailed history of Investment Advisory Group, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Investment Advisory Group, LLC holds 11,400 shares of CMF stock, worth $647,748. This represents 0.22% of its overall portfolio holdings.
Number of Shares
11,400
Previous 11,400
-0.0%
Holding current value
$647,748
Previous $662,000
1.51%
% of portfolio
0.22%
Previous 0.23%
Shares
1 transactions
Others Institutions Holding CMF
# of Institutions
313Shares Held
39.5MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$625 Million0.12% of portfolio
-
Morgan Stanley New York, NY1.84MShares$105 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$96.2 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$80.9 Million0.69% of portfolio
-
Facet Wealth, Inc.1.15MShares$65.3 Million1.79% of portfolio