True Link Financial Advisors, LLC Ishares California Muni Bond E Transaction History
True Link Financial Advisors, LLC
- $1.44 Billion
- Q2 2025
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 11,810 shares of CMF stock, worth $653,093. This represents 0.05% of its overall portfolio holdings.
Number of Shares
11,810
Previous 12,160
2.88%
Holding current value
$653,093
Previous $684,000
3.8%
% of portfolio
0.05%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding CMF
# of Institutions
334Shares Held
48.4MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA10.3MShares$567 Million0.11% of portfolio
-
Wealthfront Advisers LLC8.95MShares$495 Million1.44% of portfolio
-
Morgan Stanley New York, NY1.82MShares$101 Million0.01% of portfolio
-
Syon Capital LLC San Francisco, CA1.35MShares$74.4 Million6.17% of portfolio
-
Bank Of America Corp Charlotte, NC1.29MShares$71.5 Million0.01% of portfolio