Welch & Forbes LLC Ishares California Muni Bond E Put Options Transaction History

Welch & Forbes LLC

$7.18 Billion
Q1 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding CMF

# of Institutions

267

Shares Held

32.6M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Advisory, Inc. San Francisco, CA

9.58M
Shares

$546 Million
0.76% of portfolio
Morgan Stanley New York, NY

1.79M
Shares

$102 Million
0.01% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

1.26M
Shares

$72 Million
0.86% of portfolio
Bank Of America Corp Charlotte, NC

1.12M
Shares

$64.1 Million
0.01% of portfolio
Ubs Group Ag

856K
Shares

$48.8 Million
0.01% of portfolio

About ISHARES CALIFORNIA MUNI BOND E

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