Topel & Distasi Wealth Management, LLC Ishares California Muni Bond E Call Options Transaction History
Topel & Distasi Wealth Management, LLC
- $226 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding CMF
# of Institutions
269Shares Held
32.8MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.58MShares$550 Million0.76% of portfolio
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Morgan Stanley New York, NY1.79MShares$103 Million0.01% of portfolio
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Ep Wealth Advisors, LLC Torrance, CA1.26MShares$72.4 Million0.86% of portfolio
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Bank Of America Corp Charlotte, NC1.12MShares$64.5 Million0.01% of portfolio
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Ubs Group Ag856KShares$49.1 Million0.01% of portfolio