Peninsula Wealth, LLC Ishares California Muni Bond E Transaction History
Peninsula Wealth, LLC
- $581 Million
- Q4 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 35,155 shares of CMF stock, worth $2 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
35,155
Previous 34,229
2.71%
Holding current value
$2 Million
Previous $1.99 Million
1.21%
% of portfolio
0.35%
Previous 0.36%
Shares
16 transactions
Others Institutions Holding CMF
# of Institutions
309Shares Held
39.4MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$625 Million0.12% of portfolio
-
Morgan Stanley New York, NY1.84MShares$105 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$96.4 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$81 Million0.69% of portfolio
-
Facet Wealth, Inc.1.15MShares$65.4 Million1.79% of portfolio