Pacific Capital Wealth Advisors, Inc Ishares California Muni Bond E Transaction History
Pacific Capital Wealth Advisors, Inc
- $547 Million
- Q2 2024
A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 34,385 shares of CMF stock, worth $2 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
34,385
Previous 36,613
6.09%
Holding current value
$2 Million
Previous $2.11 Million
7.17%
% of portfolio
0.36%
Previous 0.5%
Shares
19 transactions
Others Institutions Holding CMF
# of Institutions
264Shares Held
32.6MCall Options Held
6KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA9.61MShares$558 Million0.11% of portfolio
-
Morgan Stanley New York, NY1.79MShares$104 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.27MShares$74 Million0.78% of portfolio
-
Bank Of America Corp Charlotte, NC1.04MShares$60.7 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS825KShares$47.9 Million0.09% of portfolio