Vista Wealth Management Group, LLC Ishares California Muni Bond E Transaction History
Vista Wealth Management Group, LLC
- $1.49 Billion
- Q4 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 12,279 shares of CMF stock, worth $700,762. This represents 0.05% of its overall portfolio holdings.
Number of Shares
12,279
Previous 12,279
-0.0%
Holding current value
$700,762
Previous $713,000
1.4%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding CMF
# of Institutions
296Shares Held
39.7MCall Options Held
5KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$627 Million0.12% of portfolio
-
Morgan Stanley New York, NY1.8MShares$103 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$77.5 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.31MShares$74.7 Million0.68% of portfolio
-
Bailard, Inc.1.06MShares$60.7 Million1.59% of portfolio