Traverso Chambers Private Wealth Management, LLC Ishares California Muni Bond E Transaction History
Traverso Chambers Private Wealth Management, LLC
- $411 Million
- Q4 2023
A detailed history of Traverso Chambers Private Wealth Management, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Traverso Chambers Private Wealth Management, LLC holds 21,079 shares of CMF stock, worth $1.23 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
21,079
Previous 21,079
-0.0%
Holding current value
$1.23 Million
Previous $1.16 Million
5.71%
% of portfolio
0.3%
Previous 0.31%
Shares
13 transactions
Others Institutions Holding CMF
# of Institutions
264Shares Held
32.7MCall Options Held
6KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA9.61MShares$559 Million0.11% of portfolio
-
Morgan Stanley New York, NY1.79MShares$104 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.27MShares$74.1 Million0.78% of portfolio
-
Bank Of America Corp Charlotte, NC1.04MShares$60.8 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS825KShares$48 Million0.09% of portfolio