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 $463,870. This represents 0.43% of its overall portfolio holdings.
Number of Shares
8,337
Previous 8,337
-0.0%
Holding current value
$463,870
Previous $477,000
1.68%
% of portfolio
0.43%
Previous 0.44%
Shares
5 transactions
Others Institutions Holding CMF
# of Institutions
329Shares Held
49MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA10.3MShares$571 Million0.11% of portfolio
-
Wealthfront Advisers LLC8.95MShares$498 Million1.44% of portfolio
-
Morgan Stanley New York, NY1.82MShares$101 Million0.01% of portfolio
-
Syon Capital LLC San Francisco, CA1.35MShares$74.9 Million6.17% of portfolio
-
Bank Of America Corp Charlotte, NC1.29MShares$72 Million0.01% of portfolio