Tru Independence Asset Management 2, LLC Ishares California Muni Bond E Transaction History
Tru Independence Asset Management 2, LLC
- $113 Million
- Q3 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 $750,343. This represents 0.67% of its overall portfolio holdings.
Number of Shares
13,054
Previous 12,026
8.55%
Holding current value
$750,343
Previous $690,000
9.86%
% of portfolio
0.67%
Previous 0.69%
Shares
3 transactions
Others Institutions Holding CMF
# of Institutions
288Shares Held
38.6MCall Options Held
5KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$761 Million0.15% of portfolio
-
Morgan Stanley New York, NY1.8MShares$103 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$78.1 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.31MShares$75.3 Million0.68% of portfolio
-
Facet Wealth, Inc.992KShares$57 Million1.6% of portfolio