Tru Independence Asset Management 2, LLC Ishares California Muni Bond E Transaction History
Tru Independence Asset Management 2, LLC
- $106 Million
- Q4 2024
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 13,054 shares of CMF stock, worth $750,213. This represents 0.7% of its overall portfolio holdings.
Number of Shares
13,054
Previous 13,054
-0.0%
Holding current value
$750,213
Previous $758,000
1.45%
% of portfolio
0.7%
Previous 0.67%
Shares
3 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$632 Million0.12% of portfolio
-
Morgan Stanley New York, NY1.84MShares$106 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$97.3 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$81.8 Million0.69% of portfolio
-
Facet Wealth, Inc.1.15MShares$66 Million1.79% of portfolio