Maxwell Wealth Strategies Inc. Ishares California Muni Bond E Call Options Transaction History
Maxwell Wealth Strategies Inc.
- $245 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding CMF
# of Institutions
325Shares Held
49.2MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$615 Million0.12% of portfolio
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Wealthfront Advisers LLC8.95MShares$501 Million1.44% of portfolio
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Morgan Stanley New York, NY1.84MShares$103 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC1.69MShares$94.8 Million0.01% of portfolio
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Ep Wealth Advisors, LLC Torrance, CA1.42MShares$79.6 Million0.69% of portfolio