Sheets Smith Wealth Management Ishares California Muni Bond E Call Options Transaction History
Sheets Smith Wealth Management
- $832 Million
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
---|---|---|---|---|---|
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
Others Institutions Holding CMF
# of Institutions
329Shares Held
48.8MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA10.3MShares$571 Million0.11% of portfolio
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Wealthfront Advisers LLC8.95MShares$498 Million1.44% of portfolio
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Morgan Stanley New York, NY1.82MShares$101 Million0.01% of portfolio
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Syon Capital LLC San Francisco, CA1.35MShares$74.9 Million6.17% of portfolio
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Bank Of America Corp Charlotte, NC1.29MShares$71.9 Million0.01% of portfolio