Snowden Capital Advisors LLC Ishares California Muni Bond E Transaction History

Snowden Capital Advisors LLC

$3.29 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$58.05 - $62.27 $14,512 - $15,567	-250 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$61.79 - $62.37 $15,447 - $15,592	250 New	250 $15,000

Others Institutions Holding CMF

# of Institutions

289

Shares Held

38.7M

Call Options Held

5K

Put Options Held

4.5K

Charles Schwab Investment Management Inc San Francisco, CA

13.2M
Shares

$769 Million
0.15% of portfolio
Morgan Stanley New York, NY

1.8M
Shares

$104 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.36M
Shares

$78.9 Million
0.01% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

1.31M
Shares

$76 Million
0.68% of portfolio
Facet Wealth, Inc.

992K
Shares

$57.6 Million
1.6% of portfolio

About ISHARES CALIFORNIA MUNI BOND E

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