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 $698,552. This represents 0.05% of its overall portfolio holdings.
Number of Shares
12,279
Previous 12,279
-0.0%
Holding current value
$698,552
Previous $713,000
1.4%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding CMF
# of Institutions
309Shares Held
39.4MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$625 Million0.12% of portfolio
-
Morgan Stanley New York, NY1.84MShares$105 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$96.4 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.42MShares$81 Million0.69% of portfolio
-
Facet Wealth, Inc.1.15MShares$65.4 Million1.79% of portfolio