Sage View Advisory Group, LLC Ishares California Muni Bond E Transaction History
Sage View Advisory Group, LLC
- $2.35 Trillion
- Q1 2025
Shares
3 transactions
Others Institutions Holding CMF
# of Institutions
328Shares Held
48.9MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA10.3MShares$568 Million0.11% of portfolio
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Wealthfront Advisers LLC8.95MShares$495 Million1.44% of portfolio
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Morgan Stanley New York, NY1.82MShares$101 Million0.01% of portfolio
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Syon Capital LLC San Francisco, CA1.35MShares$74.5 Million6.17% of portfolio
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Bank Of America Corp Charlotte, NC1.29MShares$71.5 Million0.01% of portfolio