Silver Oak Wealth Advisors Services, LLC Ishares California Muni Bond E Transaction History
Silver Oak Wealth Advisors Services, LLC
- $139 Billion
- Q2 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 79,545 shares of CMF stock, worth $4.42 Million. This represents 3.19% of its overall portfolio holdings.
Number of Shares
79,545
Previous 24,135
229.58%
Holding current value
$4.42 Million
Previous $1.36 Billion
226.42%
% of portfolio
3.19%
Previous 1.21%
Shares
3 transactions
Others Institutions Holding CMF
# of Institutions
332Shares Held
46.2MCall Options Held
0Put Options Held
0-
Wealthfront Advisers LLC8.65MShares$481 Million1.26% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA7.72MShares$429 Million0.08% of portfolio
-
Morgan Stanley New York, NY1.82MShares$101 Million0.01% of portfolio
-
Syon Capital LLC San Francisco, CA1.35MShares$74.9 Million6.17% of portfolio
-
Bailard, Inc.1.34MShares$74.8 Million1.78% of portfolio