Vista Wealth Management Group, LLC Ishares California Muni Bond E Transaction History
Vista Wealth Management Group, LLC
- $1.27 Billion
- Q1 2024
A detailed history of Vista Wealth Management Group, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 8,156 shares of CMF stock, worth $465,055. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,156
Previous 8,572
4.85%
Holding current value
$465,055
Previous $496,000
5.44%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding CMF
# of Institutions
266Shares Held
32.6MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.58MShares$546 Million0.76% of portfolio
-
Morgan Stanley New York, NY1.79MShares$102 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.26MShares$72 Million0.86% of portfolio
-
Bank Of America Corp Charlotte, NC1.12MShares$64.1 Million0.01% of portfolio
-
Ubs Group Ag856KShares$48.8 Million0.01% of portfolio