Life Planning Partners, Inc Ishares California Muni Bond E Transaction History
Life Planning Partners, Inc
- $129 Million
- Q3 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 $479,294. This represents 0.37% of its overall portfolio holdings.
Number of Shares
8,337
Previous 8,337
-0.0%
Holding current value
$479,294
Previous $464,000
2.37%
% of portfolio
0.37%
Previous 0.39%
Shares
5 transactions
Others Institutions Holding CMF
# of Institutions
349Shares Held
47.5MCall Options Held
0Put Options Held
0-
Wealthfront Advisers LLC8.65MShares$497 Million1.26% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA7.72MShares$444 Million0.08% of portfolio
-
Jane Street Group, LLC New York, NY1.79MShares$103 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.78MShares$102 Million0.01% of portfolio
-
Bailard, Inc.1.43MShares$82.5 Million1.84% of portfolio