West Wealth Group, LLC Ishares California Muni Bond E Transaction History
West Wealth Group, LLC
- $268 Million
- Q1 2024
A detailed history of West Wealth Group, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, West Wealth Group, LLC holds 128,045 shares of CMF stock, worth $7.3 Million. This represents 2.75% of its overall portfolio holdings.
Number of Shares
128,045Holding current value
$7.3 Million% of portfolio
2.75%Shares
1 transactions
Others Institutions Holding CMF
# of Institutions
266Shares Held
32.6MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.58MShares$547 Million0.76% of portfolio
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Morgan Stanley New York, NY1.79MShares$102 Million0.01% of portfolio
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Ep Wealth Advisors, LLC Torrance, CA1.26MShares$72 Million0.86% of portfolio
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Bank Of America Corp Charlotte, NC1.12MShares$64.1 Million0.01% of portfolio
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Ubs Group Ag856KShares$48.8 Million0.01% of portfolio