Kowal Investment Group, LLC Ishares California Muni Bond E Transaction History
Kowal Investment Group, LLC
- $538 Million
- Q3 2024
A detailed history of Kowal Investment Group, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Kowal Investment Group, LLC holds 46,818 shares of CMF stock, worth $2.69 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
46,818
Previous 44,767
4.58%
Holding current value
$2.69 Million
Previous $2.55 Million
6.83%
% of portfolio
0.51%
Previous 0.51%
Shares
2 transactions
Others Institutions Holding CMF
# of Institutions
288Shares Held
38.6MCall Options Held
5KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$762 Million0.15% of portfolio
-
Morgan Stanley New York, NY1.8MShares$103 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$78.2 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.31MShares$75.4 Million0.68% of portfolio
-
Facet Wealth, Inc.992KShares$57.1 Million1.6% of portfolio