Towerpoint Wealth, LLC Ishares California Muni Bond E Transaction History
Towerpoint Wealth, LLC
- $222 Million
- Q2 2025
A detailed history of Towerpoint Wealth, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Towerpoint Wealth, LLC holds 26,967 shares of CMF stock, worth $1.5 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
26,967
Previous 27,078
0.41%
Holding current value
$1.5 Million
Previous $1.52 Million
1.12%
% of portfolio
0.68%
Previous 0.77%
Shares
31 transactions
Others Institutions Holding CMF
# of Institutions
336Shares Held
48.7MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA10.3MShares$570 Million0.11% of portfolio
-
Wealthfront Advisers LLC8.65MShares$481 Million1.26% of portfolio
-
Morgan Stanley New York, NY1.82MShares$101 Million0.01% of portfolio
-
Syon Capital LLC San Francisco, CA1.35MShares$74.9 Million6.17% of portfolio
-
Bank Of America Corp Charlotte, NC1.29MShares$71.9 Million0.01% of portfolio