Maxwell Wealth Strategies Inc. Ishares California Muni Bond E Transaction History
Maxwell Wealth Strategies Inc.
- $235 Billion
- Q3 2024
A detailed history of Maxwell Wealth Strategies Inc. transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Maxwell Wealth Strategies Inc. holds 6,638 shares of CMF stock, worth $381,751. This represents 0.16% of its overall portfolio holdings.
Number of Shares
6,638
Previous 6,638
-0.0%
Holding current value
$381,751
Previous $378 Million
0.9%
% of portfolio
0.16%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding CMF
# of Institutions
284Shares Held
38.1MCall Options Held
6KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$762 Million0.15% of portfolio
-
Morgan Stanley New York, NY1.79MShares$103 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.27MShares$73.3 Million0.78% of portfolio
-
Bank Of America Corp Charlotte, NC1.04MShares$60.1 Million0.01% of portfolio
-
Facet Wealth, Inc.992KShares$57 Million1.6% of portfolio