Tru Independence Asset Management 2, LLC Ishares California Muni Bond E Transaction History
Tru Independence Asset Management 2, LLC
- $99.5 Million
- Q1 2023
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 12,026 shares of CMF stock, worth $699,552. This represents 0.69% of its overall portfolio holdings.
Number of Shares
12,026
Previous 7,252
65.83%
Holding current value
$699,552
Previous $393,000
75.57%
% of portfolio
0.69%
Previous 0.42%
Shares
2 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