Strategic Wealth Advisors Group, LLC Ishares California Muni Bond E Transaction History
Strategic Wealth Advisors Group, LLC
- $2.33 Billion
- Q3 2022
A detailed history of Strategic Wealth Advisors Group, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 95,127 shares of CMF stock, worth $5.53 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
95,127
Previous 101,136
5.94%
Holding current value
$5.53 Million
Previous $5.74 Million
10.06%
% of portfolio
0.22%
Previous 0.24%
Shares
17 transactions
Others Institutions Holding CMF
# of Institutions
264Shares Held
32.7MCall Options Held
6KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA9.61MShares$559 Million0.11% of portfolio
-
Morgan Stanley New York, NY1.79MShares$104 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.27MShares$74.1 Million0.78% of portfolio
-
Bank Of America Corp Charlotte, NC1.04MShares$60.8 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS825KShares$48 Million0.09% of portfolio