Traveka Wealth, LLC Ishares California Muni Bond E Transaction History
Traveka Wealth, LLC
- $197 Billion
- Q3 2024
A detailed history of Traveka Wealth, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Traveka Wealth, LLC holds 77,829 shares of CMF stock, worth $4.48 Million. This represents 2.3% of its overall portfolio holdings.
Number of Shares
77,829
Previous 80,112
2.85%
Holding current value
$4.48 Million
Previous $4.56 Billion
0.75%
% of portfolio
2.3%
Previous 2.22%
Shares
4 transactions
Others Institutions Holding CMF
# of Institutions
289Shares Held
38.7MCall Options Held
5KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$762 Million0.15% of portfolio
-
Morgan Stanley New York, NY1.8MShares$103 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$78.2 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.31MShares$75.4 Million0.68% of portfolio
-
Facet Wealth, Inc.992KShares$57.1 Million1.6% of portfolio