Life Planning Partners, Inc Ishares California Muni Bond E Transaction History
Life Planning Partners, Inc
- $120 Million
- Q2 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 $463,620. This represents 0.39% of its overall portfolio holdings.
Number of Shares
8,337
Previous 8,337
-0.0%
Holding current value
$463,620
Previous $469,000
1.07%
% of portfolio
0.39%
Previous 0.43%
Shares
5 transactions
Others Institutions Holding CMF
# of Institutions
337Shares Held
46.4MCall Options Held
0Put Options Held
0-
Wealthfront Advisers LLC8.65MShares$481 Million1.26% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA7.72MShares$429 Million0.08% of portfolio
-
Morgan Stanley New York, NY1.82MShares$101 Million0.01% of portfolio
-
Jane Street Group, LLC New York, NY1.79MShares$99.7 Million0.02% of portfolio
-
Bailard, Inc.1.34MShares$74.8 Million1.78% of portfolio