Meridian Wealth Management, LLC Ishares California Muni Bond E Transaction History
Meridian Wealth Management, LLC
- $2.26 Billion
- Q2 2025
A detailed history of Meridian Wealth Management, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 6,920 shares of CMF stock, worth $397,830. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,920
Previous 6,095
13.54%
Holding current value
$397,830
Previous $343,000
12.24%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding CMF
# of Institutions
349Shares Held
47.5MCall 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.1.43MShares$82.5 Million1.84% of portfolio