Neumann Capital Management, LLC Ishares California Muni Bond E Transaction History
Neumann Capital Management, LLC
- $299 Million
- Q3 2024
A detailed history of Neumann Capital Management, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Neumann Capital Management, LLC holds 8,000 shares of CMF stock, worth $455,600. This represents 0.15% of its overall portfolio holdings.
Number of Shares
8,000
Previous 16,800
52.38%
Holding current value
$455,600
Previous $955,000
51.41%
% of portfolio
0.15%
Previous 0.33%
Shares
5 transactions
Others Institutions Holding CMF
# of Institutions
289Shares Held
38.7MCall Options Held
5KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$754 Million0.15% of portfolio
-
Morgan Stanley New York, NY1.8MShares$102 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$77.4 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.31MShares$74.6 Million0.68% of portfolio
-
Facet Wealth, Inc.992KShares$56.5 Million1.6% of portfolio