Trace Wealth Advisors, LLC Ishares California Muni Bond E Transaction History
Trace Wealth Advisors, LLC
- $134 Billion
- Q3 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 $599,422. This represents 0.45% of its overall portfolio holdings.
Number of Shares
10,452
Previous 10,452
-0.0%
Holding current value
$599,422
Previous $583 Million
2.33%
% of portfolio
0.45%
Previous 0.48%
Shares
1 transactions
Others Institutions Holding CMF
# of Institutions
349Shares Held
42.1MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA7.74MShares$444 Million0.07% of portfolio
-
Wealthfront Advisers LLC3.96MShares$227 Million0.54% of portfolio
-
Morgan Stanley New York, NY1.77MShares$101 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.64MShares$94.1 Million0.01% of portfolio
-
Bailard, Inc.1.43MShares$82.3 Million1.84% of portfolio