Morton Capital Management Llc/Ca Ishares California Muni Bond E Transaction History
Morton Capital Management Llc/Ca
- $531 Billion
- Q4 2024
A detailed history of Morton Capital Management Llc/Ca transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Morton Capital Management Llc/Ca holds 3,581 shares of CMF stock, worth $203,544. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,581
Previous 3,547
0.96%
Holding current value
$203,544
Previous $206 Million
0.49%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding CMF
# of Institutions
309Shares Held
39.4MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$625 Million0.12% of portfolio
-
Morgan Stanley New York, NY1.84MShares$105 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$96.3 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$80.9 Million0.69% of portfolio
-
Facet Wealth, Inc.1.15MShares$65.3 Million1.79% of portfolio