Kingsview Wealth Management, LLC Ishares California Muni Bond E Transaction History
Kingsview Wealth Management, LLC
- $4.71 Billion
- Q4 2024
A detailed history of Kingsview Wealth Management, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 5,684 shares of CMF stock, worth $323,305. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,684
Previous 5,784
1.73%
Holding current value
$323,305
Previous $336,000
3.27%
% of portfolio
0.01%
Previous 0.01%
Shares
29 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$96.3 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$80.9 Million0.69% of portfolio
-
Facet Wealth, Inc.1.15MShares$65.4 Million1.79% of portfolio