Summit Wealth Group, LLC Ishares California Muni Bond E Transaction History
Summit Wealth Group, LLC
- $345 Million
- Q4 2024
A detailed history of Summit Wealth Group, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Summit Wealth Group, LLC holds 6,436 shares of CMF stock, worth $366,530. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,436Holding current value
$366,530% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding CMF
# of Institutions
301Shares Held
38.1MCall Options Held
5KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$626 Million0.12% of portfolio
-
Morgan Stanley New York, NY1.8MShares$102 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$77.4 Million0.01% of portfolio
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Ep Wealth Advisors, LLC Torrance, CA1.31MShares$74.6 Million0.68% of portfolio
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Facet Wealth, Inc.1.15MShares$65.4 Million1.79% of portfolio