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 $627,285. This represents 0.45% of its overall portfolio holdings.
Number of Shares
10,915
Previous 10,915
-0.0%
Holding current value
$627,285
Previous $634,000
1.42%
% of portfolio
0.45%
Previous 0.45%
Shares
5 transactions
Others Institutions Holding CMF
# of Institutions
313Shares Held
39.5MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$632 Million0.12% of portfolio
-
Morgan Stanley New York, NY1.84MShares$106 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$97.3 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$81.8 Million0.69% of portfolio
-
Facet Wealth, Inc.1.15MShares$66 Million1.79% of portfolio