Retirement Capital Strategies Ishares California Muni Bond E Transaction History
Retirement Capital Strategies
- $257 Million
- Q4 2024
Shares
7 transactions
Others Institutions Holding CMF
# of Institutions
322Shares Held
47.7MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA10.3MShares$574 Million0.11% of portfolio
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Wealthfront Advisers LLC8.95MShares$501 Million1.44% of portfolio
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Morgan Stanley New York, NY1.84MShares$103 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC1.69MShares$94.8 Million0.01% of portfolio
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Ep Wealth Advisors, LLC Torrance, CA1.42MShares$79.6 Million0.69% of portfolio