Sanchez Wealth Management Group Ishares California Muni Bond E Transaction History
Sanchez Wealth Management Group
- $386 Million
- Q2 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 4,810 shares of CMF stock, worth $276,526. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,810
Previous 6,495
25.94%
Holding current value
$276,526
Previous $365,000
26.58%
% of portfolio
0.07%
Previous 0.11%
Shares
3 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
-
Charles Schwab Investment Management Inc San Francisco, CA7.72MShares$444 Million0.08% of portfolio
-
Jane Street Group, LLC New York, NY1.79MShares$103 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.78MShares$102 Million0.01% of portfolio
-
Bailard, Inc.1.34MShares$77.3 Million1.78% of portfolio