Shira Ridge Wealth Management Ishares California Muni Bond E Transaction History
Shira Ridge Wealth Management
- $196 Billion
- Q3 2024
A detailed history of Shira Ridge Wealth Management transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Shira Ridge Wealth Management holds 11,058 shares of CMF stock, worth $630,969. This represents 0.33% of its overall portfolio holdings.
Number of Shares
11,058
Previous 8,698
27.13%
Holding current value
$630,969
Previous $495 Million
29.88%
% of portfolio
0.33%
Previous 0.28%
Shares
5 transactions
Others Institutions Holding CMF
# of Institutions
276Shares Held
33.8MCall Options Held
6KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA9.61MShares$548 Million0.11% of portfolio
-
Morgan Stanley New York, NY1.79MShares$102 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.27MShares$72.7 Million0.78% of portfolio
-
Bank Of America Corp Charlotte, NC1.04MShares$59.6 Million0.01% of portfolio
-
Facet Wealth, Inc.992KShares$56.6 Million1.6% of portfolio