Werba Rubin Papier Wealth Management Ishares California Muni Bond E Transaction History
Werba Rubin Papier Wealth Management
- $532 Billion
- Q2 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 16,517 shares of CMF stock, worth $918,345. This represents 0.17% of its overall portfolio holdings.
Number of Shares
16,517
Previous 11,814
39.81%
Holding current value
$918,345
Previous $665 Million
38.47%
% of portfolio
0.17%
Previous 0.14%
Shares
6 transactions
Others Institutions Holding CMF
# of Institutions
336Shares Held
48.7MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA10.3MShares$570 Million0.11% of portfolio
-
Wealthfront Advisers LLC8.65MShares$481 Million1.26% of portfolio
-
Morgan Stanley New York, NY1.82MShares$101 Million0.01% of portfolio
-
Syon Capital LLC San Francisco, CA1.35MShares$74.9 Million6.17% of portfolio
-
Bank Of America Corp Charlotte, NC1.29MShares$71.9 Million0.01% of portfolio