Steel Peak Wealth Management LLC Ishares California Muni Bond E Transaction History
Steel Peak Wealth Management LLC
- $2.41 Billion
- Q4 2024
A detailed history of Steel Peak Wealth Management LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 56,579 shares of CMF stock, worth $3.25 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
56,579
Previous 56,931
0.62%
Holding current value
$3.25 Million
Previous $3.31 Million
2.06%
% of portfolio
0.13%
Previous 0.15%
Shares
21 transactions
Others Institutions Holding CMF
# of Institutions
313Shares Held
39.5MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$632 Million0.12% of portfolio
-
Morgan Stanley New York, NY1.84MShares$106 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$97.3 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$81.8 Million0.69% of portfolio
-
Facet Wealth, Inc.1.15MShares$66 Million1.79% of portfolio