Three Bridge Wealth Advisors, LLC Ishares California Muni Bond E Transaction History
Three Bridge Wealth Advisors, LLC
- $250 Million
- Q2 2024
A detailed history of Three Bridge Wealth Advisors, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 11,425 shares of CMF stock, worth $658,080. This represents 0.26% of its overall portfolio holdings.
Number of Shares
11,425
Previous 11,663
2.04%
Holding current value
$658,080
Previous $671,000
3.28%
% of portfolio
0.26%
Previous 0.27%
Shares
7 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$553 Million0.11% of portfolio
-
Morgan Stanley New York, NY1.79MShares$103 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.27MShares$73.4 Million0.78% of portfolio
-
Bank Of America Corp Charlotte, NC1.04MShares$60.2 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS825KShares$47.5 Million0.09% of portfolio