North Berkeley Wealth Management, LLC Ishares California Muni Bond E Transaction History
North Berkeley Wealth Management, LLC
- $98.5 Billion
- Q4 2024
A detailed history of North Berkeley Wealth Management, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, North Berkeley Wealth Management, LLC holds 7,152 shares of CMF stock, worth $401,513. This represents 0.42% of its overall portfolio holdings.
Number of Shares
7,152Holding current value
$401,513% of portfolio
0.42%Shares
1 transactions
Others Institutions Holding CMF
# of Institutions
316Shares Held
46.2MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$617 Million0.12% of portfolio
-
Wealthfront Advisers LLC6.83MShares$383 Million1.15% of portfolio
-
Morgan Stanley New York, NY1.84MShares$103 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$95.1 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$79.9 Million0.69% of portfolio