Taylor, Cottrill, Erickson & Associates, Inc. Ishares California Muni Bond E Transaction History
Taylor, Cottrill, Erickson & Associates, Inc.
- $282 Million
- Q4 2024
A detailed history of Taylor, Cottrill, Erickson & Associates, Inc. transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Taylor, Cottrill, Erickson & Associates, Inc. holds 6,350 shares of CMF stock, worth $360,870. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,350
Previous 6,350
-0.0%
Holding current value
$360,870
Previous $368,000
1.36%
% of portfolio
0.13%
Previous 0.1%
Shares
3 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$625 Million0.12% of portfolio
-
Morgan Stanley New York, NY1.84MShares$105 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$96.3 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$80.9 Million0.69% of portfolio
-
Facet Wealth, Inc.1.15MShares$65.3 Million1.79% of portfolio