Omega Financial Group, LLC Ishares California Muni Bond E Transaction History
Omega Financial Group, LLC
- $247 Million
- Q2 2024
A detailed history of Omega Financial Group, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Omega Financial Group, LLC holds 72,895 shares of CMF stock, worth $4.18 Million. This represents 1.68% of its overall portfolio holdings.
Number of Shares
72,895
Previous 60,997
19.51%
Holding current value
$4.18 Million
Previous $3.51 Million
18.15%
% of portfolio
1.68%
Previous 1.44%
Shares
23 transactions
Others Institutions Holding CMF
# of Institutions
268Shares Held
32.9MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.58MShares$549 Million0.76% of portfolio
-
Morgan Stanley New York, NY1.79MShares$103 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.26MShares$72.4 Million0.86% of portfolio
-
Bank Of America Corp Charlotte, NC1.12MShares$64.4 Million0.01% of portfolio
-
Ubs Group Ag856KShares$49 Million0.01% of portfolio