Maxwell Wealth Strategies Inc. Ishares California Muni Bond E Transaction History
Maxwell Wealth Strategies Inc.
- $245 Billion
- Q4 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 6,682 shares of CMF stock, worth $384,148. This represents 0.16% of its overall portfolio holdings.
Number of Shares
6,682
Previous 6,638
0.66%
Holding current value
$384,148
Previous $381 Million
0.47%
% of portfolio
0.16%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding CMF
# of Institutions
346Shares Held
47.3MCall 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.1.34MShares$77.3 Million1.78% of portfolio