Wealth Collab, LLC Ishares California Muni Bond E Transaction History
Wealth Collab, LLC
- $218 Billion
- Q3 2025
A detailed history of Wealth Collab, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Wealth Collab, LLC holds 41,738 shares of CMF stock, worth $2.39 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
41,738
Previous 39,113
6.71%
Holding current value
$2.39 Million
Previous $2.18 Billion
9.2%
% of portfolio
1.09%
Previous 1.22%
Shares
8 transactions
Others Institutions Holding CMF
# of Institutions
349Shares Held
42.1MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA7.74MShares$444 Million0.07% of portfolio
-
Wealthfront Advisers LLC3.96MShares$227 Million0.54% of portfolio
-
Morgan Stanley New York, NY1.77MShares$101 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.64MShares$94.1 Million0.01% of portfolio
-
Bailard, Inc.1.43MShares$82.3 Million1.84% of portfolio