Three Bridge Wealth Advisors, LLC Ishares California Muni Bond E Put Options Transaction History

Three Bridge Wealth Advisors, LLC

$250 Million
Q2 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding CMF

# of Institutions

278

Shares Held

33.9M

Call Options Held

6K

Put Options Held

4.5K

Charles Schwab Investment Management Inc San Francisco, CA

9.61M
Shares

$551 Million
0.11% of portfolio
Morgan Stanley New York, NY

1.79M
Shares

$103 Million
0.01% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

1.27M
Shares

$73.1 Million
0.78% of portfolio
Bank Of America Corp Charlotte, NC

1.04M
Shares

$59.9 Million
0.01% of portfolio
Facet Wealth, Inc.

992K
Shares

$56.9 Million
1.6% of portfolio

About ISHARES CALIFORNIA MUNI BOND E

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