Quadrant Private Wealth Management, LLC Ishares California Muni Bond E Transaction History
Quadrant Private Wealth Management, LLC
- $391 Million
- Q1 2025
A detailed history of Quadrant Private Wealth Management, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Quadrant Private Wealth Management, LLC holds 4,387 shares of CMF stock, worth $242,688. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,387
Previous 5,452
19.53%
Holding current value
$242,688
Previous $312,000
21.15%
% of portfolio
0.06%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding CMF
# of Institutions
329Shares Held
49MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA10.3MShares$568 Million0.11% of portfolio
-
Wealthfront Advisers LLC8.95MShares$495 Million1.44% of portfolio
-
Morgan Stanley New York, NY1.82MShares$101 Million0.01% of portfolio
-
Syon Capital LLC San Francisco, CA1.35MShares$74.5 Million6.17% of portfolio
-
Bank Of America Corp Charlotte, NC1.29MShares$71.5 Million0.01% of portfolio