Traveka Wealth, LLC Ishares California Muni Bond E Transaction History
Traveka Wealth, LLC
- $224 Billion
- Q3 2025
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 63,347 shares of CMF stock, worth $3.63 Million. This represents 1.61% of its overall portfolio holdings.
Number of Shares
63,347
Previous 75,366
15.95%
Holding current value
$3.63 Million
Previous $4.2 Billion
13.99%
% of portfolio
1.61%
Previous 2.23%
Shares
8 transactions
Others Institutions Holding CMF
# of Institutions
348Shares 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