True Link Financial Advisors, LLC Ishares California Muni Bond E Transaction History
True Link Financial Advisors, LLC
- $1.34 Billion
- Q1 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 12,160 shares of CMF stock, worth $680,230. This represents 0.05% of its overall portfolio holdings.
Number of Shares
12,160
Previous 11,450
6.2%
Holding current value
$680,230
Previous $655,000
4.43%
% of portfolio
0.05%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding CMF
# of Institutions
325Shares Held
49.2MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$615 Million0.12% of portfolio
-
Wealthfront Advisers LLC8.95MShares$501 Million1.44% of portfolio
-
Morgan Stanley New York, NY1.84MShares$103 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$94.8 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$79.6 Million0.69% of portfolio