True Link Financial Advisors, LLC Ishares California Muni Bond E Transaction History
True Link Financial Advisors, LLC
- $1.18 Billion
- Q3 2024
A detailed history of True Link Financial Advisors, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, True Link Financial Advisors, LLC holds 10,550 shares of CMF stock, worth $606,836. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,550
Previous 10,550
-0.0%
Holding current value
$606,836
Previous $600,000
2.17%
% of portfolio
0.05%
Previous 0.06%
Shares
2 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$762 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$57.1 Million1.6% of portfolio