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 $1.2 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
21,079
Previous 21,079
-0.0%
Holding current value
$1.2 Million
Previous $1.16 Million
5.71%
% of portfolio
0.3%
Previous 0.31%
Shares
13 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$628 Million0.12% of portfolio
-
Morgan Stanley New York, NY1.84MShares$105 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$96.7 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$81.3 Million0.69% of portfolio
-
Facet Wealth, Inc.1.15MShares$65.6 Million1.79% of portfolio