Peninsula Wealth, LLC Ishares California Muni Bond E Transaction History
Peninsula Wealth, LLC
- $558 Million
- Q3 2024
A detailed history of Peninsula Wealth, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Peninsula Wealth, LLC holds 34,229 shares of CMF stock, worth $1.95 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
34,229
Previous 28,686
19.32%
Holding current value
$1.95 Million
Previous $1.63 Million
21.95%
% of portfolio
0.36%
Previous 0.32%
Shares
15 transactions
Others Institutions Holding CMF
# of Institutions
299Shares Held
37.9MCall Options Held
5KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$626 Million0.12% of portfolio
-
Morgan Stanley New York, NY1.8MShares$102 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$77.4 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.31MShares$74.6 Million0.68% of portfolio
-
Bailard, Inc.1.06MShares$60.5 Million1.59% of portfolio