Morton Capital Management Llc/Ca Ishares California Muni Bond E Transaction History
Morton Capital Management Llc/Ca
- $508 Billion
- Q3 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 3,547 shares of CMF stock, worth $203,881. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,547
Previous 3,523
0.68%
Holding current value
$203,881
Previous $200 Million
2.86%
% of portfolio
0.04%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding CMF
# of Institutions
288Shares Held
38.6MCall Options Held
5KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$761 Million0.15% of portfolio
-
Morgan Stanley New York, NY1.8MShares$103 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$78.1 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.31MShares$75.3 Million0.68% of portfolio
-
Facet Wealth, Inc.992KShares$57 Million1.6% of portfolio