Traveka Wealth, LLC Ishares California Muni Bond E Transaction History
Traveka Wealth, LLC
- $181 Billion
- Q4 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 78,339 shares of CMF stock, worth $4.45 Million. This represents 2.47% of its overall portfolio holdings.
Number of Shares
78,339
Previous 77,829
0.66%
Holding current value
$4.45 Million
Previous $4.52 Billion
0.78%
% of portfolio
2.47%
Previous 2.3%
Shares
5 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
-
Morgan Stanley New York, NY1.84MShares$105 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$96.3 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$80.9 Million0.69% of portfolio
-
Facet Wealth, Inc.1.15MShares$65.3 Million1.79% of portfolio