Verity Wealth Advisors Ishares California Muni Bond E Transaction History
Verity Wealth Advisors
- $142 Million
- Q3 2024
A detailed history of Verity Wealth Advisors transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Verity Wealth Advisors holds 10,915 shares of CMF stock, worth $632,087. This represents 0.45% of its overall portfolio holdings.
Number of Shares
10,915
Previous 10,915
-0.0%
Holding current value
$632,087
Previous $620,000
2.26%
% of portfolio
0.45%
Previous 0.46%
Shares
5 transactions
Others Institutions Holding CMF
# of Institutions
289Shares Held
38.7MCall Options Held
5KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$767 Million0.15% of portfolio
-
Morgan Stanley New York, NY1.8MShares$104 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$78.7 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.31MShares$75.8 Million0.68% of portfolio
-
Facet Wealth, Inc.992KShares$57.4 Million1.6% of portfolio