Sage View Advisory Group, LLC Ishares California Muni Bond E Transaction History
Sage View Advisory Group, LLC
- $2.64 Trillion
- Q2 2025
A detailed history of Sage View Advisory Group, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 4,315 shares of CMF stock, worth $248,069. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,315Holding current value
$248,069% of portfolio
0.01%Shares
4 transactions
Others Institutions Holding CMF
# of Institutions
346Shares Held
47.3MCall Options Held
0Put Options Held
0-
Wealthfront Advisers LLC8.65MShares$497 Million1.26% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA7.72MShares$444 Million0.08% of portfolio
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Jane Street Group, LLC New York, NY1.79MShares$103 Million0.02% of portfolio
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Morgan Stanley New York, NY1.78MShares$102 Million0.01% of portfolio
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Bailard, Inc.1.34MShares$77.3 Million1.78% of portfolio