Waypoint Wealth Partners Inc. Ishares California Muni Bond E Transaction History
Waypoint Wealth Partners Inc.
- $382 Million
- Q2 2025
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 $456,080. This represents 0.12% of its overall portfolio holdings.
Number of Shares
8,000
Previous 8,000
-0.0%
Holding current value
$456,080
Previous $450,000
1.11%
% of portfolio
0.12%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding CMF
# of Institutions
342Shares Held
47.2MCall Options Held
0Put Options Held
0-
Wealthfront Advisers LLC8.65MShares$493 Million1.26% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA7.72MShares$440 Million0.08% of portfolio
-
Jane Street Group, LLC New York, NY1.79MShares$102 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.78MShares$101 Million0.01% of portfolio
-
Bailard, Inc.1.34MShares$76.7 Million1.78% of portfolio