Tru Independence Asset Management 2, LLC Ishares California Muni Bond E Transaction History
Tru Independence Asset Management 2, LLC
- $116 Million
- Q1 2025
A detailed history of Tru Independence Asset Management 2, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Tru Independence Asset Management 2, LLC holds 11,807 shares of CMF stock, worth $653,163. This represents 0.57% of its overall portfolio holdings.
Number of Shares
11,807
Previous 13,054
9.55%
Holding current value
$653,163
Previous $747,000
11.11%
% of portfolio
0.57%
Previous 0.7%
Shares
4 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