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 $743,555. This represents 0.7% of its overall portfolio holdings.
Number of Shares
13,054
Previous 13,054
-0.0%
Holding current value
$743,555
Previous $758,000
1.45%
% of portfolio
0.7%
Previous 0.67%
Shares
3 transactions
Others Institutions Holding CMF
# of Institutions
295Shares Held
39.4MCall Options Held
5KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$754 Million0.15% of portfolio
-
Morgan Stanley New York, NY1.8MShares$102 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$77.4 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.31MShares$74.6 Million0.68% of portfolio
-
Facet Wealth, Inc.992KShares$56.5 Million1.6% of portfolio