New Edge Advisors, LLC Ishares California Muni Bond E Transaction History
New Edge Advisors, LLC
- $16.2 Billion
- Q1 2025
A detailed history of New Edge Advisors, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, New Edge Advisors, LLC holds 124,764 shares of CMF stock, worth $6.95 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
124,764
Previous 131,212
4.91%
Holding current value
$6.95 Million
Previous $7.52 Million
6.57%
% of portfolio
0.04%
Previous 0.05%
Shares
12 transactions
Others Institutions Holding CMF
# of Institutions
328Shares Held
48.9MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA10.3MShares$571 Million0.11% of portfolio
-
Wealthfront Advisers LLC8.95MShares$498 Million1.44% of portfolio
-
Morgan Stanley New York, NY1.82MShares$102 Million0.01% of portfolio
-
Syon Capital LLC San Francisco, CA1.35MShares$74.9 Million6.17% of portfolio
-
Bank Of America Corp Charlotte, NC1.29MShares$72 Million0.01% of portfolio