Verity Wealth Advisors Ishares California Muni Bond E Transaction History
Verity Wealth Advisors
- $157 Million
- Q3 2025
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 $627,503. This represents 0.4% of its overall portfolio holdings.
Number of Shares
10,915
Previous 10,915
-0.0%
Holding current value
$627,503
Previous $608,000
2.3%
% of portfolio
0.4%
Previous 0.41%
Shares
5 transactions
Others Institutions Holding CMF
# of Institutions
346Shares Held
47.3MCall Options Held
0Put Options Held
0-
Wealthfront Advisers LLC8.65MShares$497 Million1.26% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA7.72MShares$444 Million0.08% of portfolio
-
Jane Street Group, LLC New York, NY1.79MShares$103 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.78MShares$102 Million0.01% of portfolio
-
Bailard, Inc.1.34MShares$77.3 Million1.78% of portfolio