Shared Vision Wealth Group LLC Ishares California Muni Bond E Transaction History
Shared Vision Wealth Group LLC
- $172 Billion
- Q2 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 8,740 shares of CMF stock, worth $504,997. This represents 0.29% of its overall portfolio holdings.
Number of Shares
8,740
Previous 5,155
69.54%
Holding current value
$504,997
Previous $297 Million
67.59%
% of portfolio
0.29%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding CMF
# of Institutions
264Shares Held
32.7MCall Options Held
6KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA9.61MShares$555 Million0.11% of portfolio
-
Morgan Stanley New York, NY1.79MShares$104 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.27MShares$73.6 Million0.78% of portfolio
-
Bank Of America Corp Charlotte, NC1.04MShares$60.3 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS825KShares$47.7 Million0.09% of portfolio