Verity Wealth Advisors Ishares California Muni Bond E Transaction History
Verity Wealth Advisors
- $138 Million
- Q4 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 $612,768. This represents 0.45% of its overall portfolio holdings.
Number of Shares
10,915
Previous 10,915
-0.0%
Holding current value
$612,768
Previous $634,000
1.42%
% of portfolio
0.45%
Previous 0.45%
Shares
5 transactions
Others Institutions Holding CMF
# of Institutions
316Shares Held
46.2MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$617 Million0.12% of portfolio
-
Wealthfront Advisers LLC6.83MShares$383 Million1.15% of portfolio
-
Morgan Stanley New York, NY1.84MShares$103 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$95.1 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$79.9 Million0.69% of portfolio