Sequoia Financial Advisors, LLC Ishares California Muni Bond E Transaction History
Sequoia Financial Advisors, LLC
- $11.6 Billion
- Q1 2025
A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 9,080 shares of CMF stock, worth $505,846. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,080
Previous 9,073
0.08%
Holding current value
$505,846
Previous $519,000
1.54%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding CMF
# of Institutions
322Shares Held
46.8MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$613 Million0.12% of portfolio
-
Wealthfront Advisers LLC6.83MShares$380 Million1.15% of portfolio
-
Morgan Stanley New York, NY1.84MShares$103 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$94.4 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$79.3 Million0.69% of portfolio