Werba Rubin Papier Wealth Management Ishares California Muni Bond E Transaction History
Werba Rubin Papier Wealth Management
- $460 Billion
- Q1 2025
A detailed history of Werba Rubin Papier Wealth Management transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 11,814 shares of CMF stock, worth $653,550. This represents 0.14% of its overall portfolio holdings.
Number of Shares
11,814
Previous 22,638
47.81%
Holding current value
$653,550
Previous $987 Million
32.66%
% of portfolio
0.14%
Previous 0.23%
Shares
5 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