Trace Wealth Advisors, LLC Ishares California Muni Bond E Transaction History
Trace Wealth Advisors, LLC
- $112 Billion
- Q4 2024
A detailed history of Trace Wealth Advisors, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Trace Wealth Advisors, LLC holds 10,452 shares of CMF stock, worth $594,509. This represents 0.54% of its overall portfolio holdings.
Number of Shares
10,452Holding current value
$594,509% of portfolio
0.54%Shares
1 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
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Morgan Stanley New York, NY1.84MShares$105 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC1.69MShares$96.3 Million0.01% of portfolio
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Ep Wealth Advisors, LLC Torrance, CA1.42MShares$80.9 Million0.69% of portfolio
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Facet Wealth, Inc.1.15MShares$65.4 Million1.79% of portfolio