New Edge Advisors, LLC Ishares California Muni Bond E Transaction History
New Edge Advisors, LLC
- $15 Billion
- Q3 2024
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 128,509 shares of CMF stock, worth $7.37 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
128,509
Previous 125,813
2.14%
Holding current value
$7.37 Million
Previous $7.16 Million
4.35%
% of portfolio
0.05%
Previous 0.05%
Shares
10 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$760 Million0.15% of portfolio
-
Morgan Stanley New York, NY1.8MShares$103 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$77.9 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.31MShares$75.1 Million0.68% of portfolio
-
Facet Wealth, Inc.992KShares$56.9 Million1.6% of portfolio