Merriman Wealth Management, LLC Ishares California Muni Bond E Transaction History
Merriman Wealth Management, LLC
- $2.3 Billion
- Q4 2024
A detailed history of Merriman Wealth Management, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 20,378 shares of CMF stock, worth $1.16 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
20,378
Previous 20,280
0.48%
Holding current value
$1.16 Million
Previous $1.18 Million
0.93%
% of portfolio
0.05%
Previous 0.05%
Shares
7 transactions
Others Institutions Holding CMF
# of Institutions
313Shares Held
39.5MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$627 Million0.12% of portfolio
-
Morgan Stanley New York, NY1.84MShares$105 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$96.6 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$81.2 Million0.69% of portfolio
-
Facet Wealth, Inc.1.15MShares$65.5 Million1.79% of portfolio