Trace Wealth Advisors, LLC Ishares California Muni Bond E Transaction History
Trace Wealth Advisors, LLC
- $122 Billion
- Q2 2025
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 $596,077. This represents 0.48% of its overall portfolio holdings.
Number of Shares
10,452
Previous 10,452
-0.0%
Holding current value
$596,077
Previous $588 Million
0.96%
% of portfolio
0.48%
Previous 0.52%
Shares
1 transactions
Others Institutions Holding CMF
# of Institutions
342Shares Held
47.3MCall Options Held
0Put Options Held
0-
Wealthfront Advisers LLC8.65MShares$493 Million1.26% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA7.72MShares$440 Million0.08% of portfolio
-
Jane Street Group, LLC New York, NY1.79MShares$102 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.78MShares$101 Million0.01% of portfolio
-
Bailard, Inc.1.34MShares$76.7 Million1.78% of portfolio