Strategic Wealth Partners, Ltd. Ishares California Muni Bond E Transaction History
Strategic Wealth Partners, Ltd.
- $1.19 Billion
- Q3 2025
A detailed history of Strategic Wealth Partners, Ltd. transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 3,095 shares of CMF stock, worth $177,498. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,095
Previous 3,095
-0.0%
Holding current value
$177,498
Previous $172,000
2.33%
% of portfolio
0.01%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding CMF
# of Institutions
351Shares Held
42.1MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA7.74MShares$444 Million0.07% of portfolio
-
Wealthfront Advisers LLC3.96MShares$227 Million0.54% of portfolio
-
Morgan Stanley New York, NY1.77MShares$101 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.64MShares$94.1 Million0.01% of portfolio
-
Bailard, Inc.1.43MShares$82.3 Million1.84% of portfolio