Shira Ridge Wealth Management Ishares California Muni Bond E Transaction History
Shira Ridge Wealth Management
- $175 Billion
- Q1 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 6,018 shares of CMF stock, worth $343,326. This represents 0.2% of its overall portfolio holdings.
Number of Shares
6,018
Previous 5,767
4.35%
Holding current value
$343,326
Previous $334 Million
3.63%
% of portfolio
0.2%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding CMF
# of Institutions
267Shares Held
32.6MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.58MShares$547 Million0.76% of portfolio
-
Morgan Stanley New York, NY1.79MShares$102 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.26MShares$72 Million0.86% of portfolio
-
Bank Of America Corp Charlotte, NC1.12MShares$64.1 Million0.01% of portfolio
-
Ubs Group Ag856KShares$48.8 Million0.01% of portfolio