Sanchez Wealth Management Group Ishares California Muni Bond E Transaction History
Sanchez Wealth Management Group
- $341 Million
- Q1 2025
A detailed history of Sanchez Wealth Management Group transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Sanchez Wealth Management Group holds 6,495 shares of CMF stock, worth $363,330. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,495
Previous 6,665
2.55%
Holding current value
$363,330
Previous $381,000
4.2%
% of portfolio
0.11%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding CMF
# of Institutions
325Shares Held
49.1MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$615 Million0.12% of portfolio
-
Wealthfront Advisers LLC8.95MShares$501 Million1.44% of portfolio
-
Morgan Stanley New York, NY1.84MShares$103 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$94.8 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$79.6 Million0.69% of portfolio