Silver Oak Wealth Advisors Services, LLC Ishares California Muni Bond E Transaction History
Silver Oak Wealth Advisors Services, LLC
- $112 Billion
- Q1 2025
A detailed history of Silver Oak Wealth Advisors Services, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Silver Oak Wealth Advisors Services, LLC holds 24,135 shares of CMF stock, worth $1.34 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
24,135
Previous 19,424
24.25%
Holding current value
$1.34 Million
Previous $1.11 Billion
22.08%
% of portfolio
1.21%
Previous 0.96%
Shares
2 transactions
Others Institutions Holding CMF
# of Institutions
328Shares Held
48.9MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA10.3MShares$571 Million0.11% of portfolio
-
Wealthfront Advisers LLC8.95MShares$498 Million1.44% of portfolio
-
Morgan Stanley New York, NY1.82MShares$102 Million0.01% of portfolio
-
Syon Capital LLC San Francisco, CA1.35MShares$75 Million6.17% of portfolio
-
Bank Of America Corp Charlotte, NC1.29MShares$72 Million0.01% of portfolio