Safeguard Investment Advisory Group, LLC Ishares California Muni Bond E Transaction History
Safeguard Investment Advisory Group, LLC
- $367 Million
- Q1 2025
A detailed history of Safeguard Investment Advisory Group, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 18,059 shares of CMF stock, worth $1 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
18,059
Previous 18,809
3.99%
Holding current value
$1 Million
Previous $1.08 Million
5.66%
% of portfolio
0.28%
Previous 0.3%
Shares
17 transactions
Others Institutions Holding CMF
# of Institutions
336Shares Held
48.7MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA10.3MShares$570 Million0.11% of portfolio
-
Wealthfront Advisers LLC8.65MShares$481 Million1.26% of portfolio
-
Morgan Stanley New York, NY1.82MShares$101 Million0.01% of portfolio
-
Syon Capital LLC San Francisco, CA1.35MShares$74.9 Million6.17% of portfolio
-
Bank Of America Corp Charlotte, NC1.29MShares$71.9 Million0.01% of portfolio