Summit Trail Advisors, LLC Ishares California Muni Bond E Transaction History
Summit Trail Advisors, LLC
- $5.73 Billion
- Q2 2025
A detailed history of Summit Trail Advisors, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 65,718 shares of CMF stock, worth $3.78 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
65,718Holding current value
$3.78 Million% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding CMF
# of Institutions
346Shares Held
47.3MCall Options Held
0Put Options Held
0-
Wealthfront Advisers LLC8.65MShares$497 Million1.26% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA7.72MShares$444 Million0.08% of portfolio
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Jane Street Group, LLC New York, NY1.79MShares$103 Million0.02% of portfolio
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Morgan Stanley New York, NY1.78MShares$102 Million0.01% of portfolio
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Bailard, Inc.1.34MShares$77.3 Million1.78% of portfolio