Moss Adams Wealth Advisors LLC Ishares California Muni Bond E Transaction History
Moss Adams Wealth Advisors LLC
- $1.1 Trillion
- Q2 2025
A detailed history of Moss Adams Wealth Advisors LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 22,250 shares of CMF stock, worth $1.23 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
22,250
Previous 22,250
-0.0%
Holding current value
$1.23 Million
Previous $1.25 Billion
0.96%
% of portfolio
0.11%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding CMF
# of Institutions
334Shares Held
48.4MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA10.3MShares$567 Million0.11% of portfolio
-
Wealthfront Advisers LLC8.95MShares$495 Million1.44% of portfolio
-
Morgan Stanley New York, NY1.82MShares$101 Million0.01% of portfolio
-
Syon Capital LLC San Francisco, CA1.35MShares$74.4 Million6.17% of portfolio
-
Bank Of America Corp Charlotte, NC1.29MShares$71.5 Million0.01% of portfolio