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 $395,648. This represents 0.42% of its overall portfolio holdings.
Number of Shares
7,152Holding current value
$395,648% of portfolio
0.42%Shares
1 transactions
Others Institutions Holding CMF
# of Institutions
329Shares Held
49MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA10.3MShares$568 Million0.11% of portfolio
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Wealthfront Advisers LLC8.95MShares$495 Million1.44% of portfolio
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Morgan Stanley New York, NY1.82MShares$101 Million0.01% of portfolio
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Syon Capital LLC San Francisco, CA1.35MShares$74.5 Million6.17% of portfolio
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Bank Of America Corp Charlotte, NC1.29MShares$71.5 Million0.01% of portfolio