Morton Capital Management Llc/Ca Ishares California Muni Bond E Transaction History
Morton Capital Management Llc/Ca
- $370 Billion
- Q1 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 4,106 shares of CMF stock, worth $234,124. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,106
Previous 4,088
0.44%
Holding current value
$234,124
Previous $237 Million
0.25%
% of portfolio
0.06%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding CMF
# of Institutions
266Shares Held
32.6MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.58MShares$546 Million0.76% of portfolio
-
Morgan Stanley New York, NY1.79MShares$102 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.26MShares$72 Million0.86% of portfolio
-
Bank Of America Corp Charlotte, NC1.12MShares$64.1 Million0.01% of portfolio
-
Ubs Group Ag856KShares$48.8 Million0.01% of portfolio