Life Planning Partners, Inc Ishares California Muni Bond E Transaction History
Life Planning Partners, Inc
- $99.6 Million
- Q1 2024
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 6,561 shares of CMF stock, worth $372,730. This represents 0.38% of its overall portfolio holdings.
Number of Shares
6,561
Previous 6,561
-0.0%
Holding current value
$372,730
Previous $380,000
0.79%
% of portfolio
0.38%
Previous 0.38%
Shares
2 transactions
Others Institutions Holding CMF
# of Institutions
266Shares Held
32.6MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.58MShares$544 Million0.76% of portfolio
-
Morgan Stanley New York, NY1.79MShares$102 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.26MShares$71.7 Million0.86% of portfolio
-
Bank Of America Corp Charlotte, NC1.12MShares$63.9 Million0.01% of portfolio
-
Ubs Group Ag856KShares$48.6 Million0.01% of portfolio