Life Planning Partners, Inc Ishares California Muni Bond E Transaction History
Life Planning Partners, Inc
- $108 Million
- Q1 2025
A detailed history of Life Planning Partners, Inc transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Life Planning Partners, Inc holds 8,337 shares of CMF stock, worth $466,371. This represents 0.43% of its overall portfolio holdings.
Number of Shares
8,337
Previous 8,337
-0.0%
Holding current value
$466,371
Previous $477,000
1.68%
% of portfolio
0.43%
Previous 0.44%
Shares
5 transactions
Others Institutions Holding CMF
# of Institutions
325Shares Held
49.1MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$615 Million0.12% of portfolio
-
Wealthfront Advisers LLC8.95MShares$501 Million1.44% of portfolio
-
Morgan Stanley New York, NY1.84MShares$103 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$94.8 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$79.6 Million0.69% of portfolio