Joseph P. Lucia & Associates, LLC Ishares California Muni Bond E Transaction History
Joseph P. Lucia & Associates, LLC
- $159 Million
- Q1 2024
Shares
4 transactions
Others Institutions Holding CMF
# of Institutions
267Shares Held
32.6MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.58MShares$546 Million0.76% of portfolio
-
Morgan Stanley New York, NY1.79MShares$102 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.26MShares$72 Million0.86% of portfolio
-
Bank Of America Corp Charlotte, NC1.12MShares$64.1 Million0.01% of portfolio
-
Ubs Group Ag856KShares$48.8 Million0.01% of portfolio