Shared Vision Wealth Group LLC Ishares California Muni Bond E Transaction History
Shared Vision Wealth Group LLC
- $190 Billion
- Q4 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 11,360 shares of CMF stock, worth $637,750. This represents 0.34% of its overall portfolio holdings.
Number of Shares
11,360
Previous 11,355
0.04%
Holding current value
$637,750
Previous $660 Million
1.39%
% of portfolio
0.34%
Previous 0.35%
Shares
5 transactions
Others Institutions Holding CMF
# of Institutions
314Shares Held
39.5MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$617 Million0.12% of portfolio
-
Morgan Stanley New York, NY1.84MShares$103 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$95.1 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$79.9 Million0.69% of portfolio
-
Facet Wealth, Inc.1.15MShares$64.5 Million1.79% of portfolio