Wealth Collab, LLC Ishares California Muni Bond E Transaction History
Wealth Collab, LLC
- $162 Billion
- Q1 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 35,449 shares of CMF stock, worth $1.97 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
35,449
Previous 33,963
4.38%
Holding current value
$1.97 Million
Previous $1.95 Billion
2.55%
% of portfolio
1.23%
Previous 1.24%
Shares
6 transactions
Others Institutions Holding CMF
# of Institutions
328Shares Held
48.9MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA10.3MShares$571 Million0.11% of portfolio
-
Wealthfront Advisers LLC8.95MShares$498 Million1.44% of portfolio
-
Morgan Stanley New York, NY1.82MShares$102 Million0.01% of portfolio
-
Syon Capital LLC San Francisco, CA1.35MShares$74.9 Million6.17% of portfolio
-
Bank Of America Corp Charlotte, NC1.29MShares$72 Million0.01% of portfolio