Waypoint Wealth Partners Inc. Ishares California Muni Bond E Transaction History
Waypoint Wealth Partners Inc.
- $349 Million
- Q1 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 $442,560. This represents 0.13% of its overall portfolio holdings.
Number of Shares
8,000
Previous 8,000
-0.0%
Holding current value
$442,560
Previous $458,000
1.75%
% of portfolio
0.13%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding CMF
# of Institutions
329Shares Held
49MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA10.3MShares$568 Million0.11% of portfolio
-
Wealthfront Advisers LLC8.95MShares$495 Million1.44% of portfolio
-
Morgan Stanley New York, NY1.82MShares$101 Million0.01% of portfolio
-
Syon Capital LLC San Francisco, CA1.35MShares$74.5 Million6.17% of portfolio
-
Bank Of America Corp Charlotte, NC1.29MShares$71.5 Million0.01% of portfolio