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 $359,173. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,495
Previous 6,665
2.55%
Holding current value
$359,173
Previous $381,000
4.2%
% of portfolio
0.11%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding CMF
# of Institutions
334Shares Held
48.4MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA10.3MShares$567 Million0.11% of portfolio
-
Wealthfront Advisers LLC8.95MShares$495 Million1.44% of portfolio
-
Morgan Stanley New York, NY1.82MShares$101 Million0.01% of portfolio
-
Syon Capital LLC San Francisco, CA1.35MShares$74.4 Million6.17% of portfolio
-
Bank Of America Corp Charlotte, NC1.29MShares$71.5 Million0.01% of portfolio