Trace Wealth Advisors, LLC Ishares California Muni Bond E Transaction History
Trace Wealth Advisors, LLC
- $112 Billion
- Q1 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 $578,204. This represents 0.52% of its overall portfolio holdings.
Number of Shares
10,452
Previous 10,452
-0.0%
Holding current value
$578,204
Previous $599 Million
1.75%
% of portfolio
0.52%
Previous 0.54%
Shares
1 transactions
Others Institutions Holding CMF
# of Institutions
328Shares Held
48.9MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA10.3MShares$568 Million0.11% of portfolio
-
Wealthfront Advisers LLC8.95MShares$495 Million1.44% of portfolio
-
Morgan Stanley New York, NY1.82MShares$101 Million0.01% of portfolio
-
Syon Capital LLC San Francisco, CA1.35MShares$74.5 Million6.17% of portfolio
-
Bank Of America Corp Charlotte, NC1.29MShares$71.5 Million0.01% of portfolio