Neumann Capital Management, LLC Ishares California Muni Bond E Transaction History
Neumann Capital Management, LLC
- $291 Million
- Q2 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 16,800 shares of CMF stock, worth $958,608. This represents 0.33% of its overall portfolio holdings.
Number of Shares
16,800
Previous 24,020
30.06%
Holding current value
$958,608
Previous $1.38 Million
30.9%
% of portfolio
0.33%
Previous 0.49%
Shares
4 transactions
Others Institutions Holding CMF
# of Institutions
276Shares Held
33.8MCall Options Held
6KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA9.61MShares$548 Million0.11% of portfolio
-
Morgan Stanley New York, NY1.79MShares$102 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.27MShares$72.7 Million0.78% of portfolio
-
Bank Of America Corp Charlotte, NC1.04MShares$59.6 Million0.01% of portfolio
-
Facet Wealth, Inc.992KShares$56.6 Million1.6% of portfolio