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 $1.17 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
21,079
Previous 21,079
-0.0%
Holding current value
$1.17 Million
Previous $1.16 Million
5.71%
% of portfolio
0.3%
Previous 0.31%
Shares
13 transactions
Others Institutions Holding CMF
# of Institutions
329Shares Held
49MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA10.3MShares$568 Million0.11% of portfolio
-
Wealthfront Advisers LLC8.95MShares$495 Million1.44% of portfolio
-
Morgan Stanley New York, NY1.82MShares$101 Million0.01% of portfolio
-
Syon Capital LLC San Francisco, CA1.35MShares$74.5 Million6.17% of portfolio
-
Bank Of America Corp Charlotte, NC1.29MShares$71.5 Million0.01% of portfolio