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 $371,519. This represents 0.16% of its overall portfolio holdings.
Number of Shares
6,682
Previous 6,638
0.66%
Holding current value
$371,519
Previous $381 Million
0.47%
% of portfolio
0.16%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding CMF
# of Institutions
336Shares Held
48.7MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA10.3MShares$570 Million0.11% of portfolio
-
Wealthfront Advisers LLC8.65MShares$481 Million1.26% of portfolio
-
Morgan Stanley New York, NY1.82MShares$101 Million0.01% of portfolio
-
Syon Capital LLC San Francisco, CA1.35MShares$74.9 Million6.17% of portfolio
-
Bank Of America Corp Charlotte, NC1.29MShares$71.9 Million0.01% of portfolio