One Degree Advisors Inc Ishares California Muni Bond E Transaction History
One Degree Advisors Inc
- $201 Million
- Q1 2024
A detailed history of One Degree Advisors Inc transactions in Ishares California Muni Bond E stock. As of the latest transaction made, One Degree Advisors Inc holds 16,871 shares of CMF stock, worth $962,490. This represents 0.48% of its overall portfolio holdings.
Number of Shares
16,871
Previous 16,107
4.74%
Holding current value
$962,490
Previous $926,000
4.86%
% of portfolio
0.48%
Previous 0.47%
Shares
2 transactions
Others Institutions Holding CMF
# of Institutions
266Shares Held
32.6MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.58MShares$547 Million0.76% of portfolio
-
Morgan Stanley New York, NY1.79MShares$102 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.26MShares$72 Million0.86% of portfolio
-
Bank Of America Corp Charlotte, NC1.12MShares$64.1 Million0.01% of portfolio
-
Ubs Group Ag856KShares$48.8 Million0.01% of portfolio