Waypoint Wealth Partners Inc. Ishares California Muni Bond E Transaction History
Waypoint Wealth Partners Inc.
- $344 Million
- Q1 2024
A detailed history of Waypoint Wealth Partners Inc. transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Waypoint Wealth Partners Inc. holds 8,000 shares of CMF stock, worth $454,480. This represents 0.13% of its overall portfolio holdings.
Number of Shares
8,000
Previous 8,000
-0.0%
Holding current value
$454,480
Previous $463,000
0.65%
% of portfolio
0.13%
Previous 0.15%
Shares
4 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$544 Million0.76% of portfolio
-
Morgan Stanley New York, NY1.79MShares$102 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.26MShares$71.7 Million0.86% of portfolio
-
Bank Of America Corp Charlotte, NC1.12MShares$63.9 Million0.01% of portfolio
-
Ubs Group Ag856KShares$48.6 Million0.01% of portfolio