West Wealth Group, LLC Ishares California Muni Bond E Transaction History
West Wealth Group, LLC
- $306 Million
- Q3 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 146,243 shares of CMF stock, worth $8.41 Million. This represents 2.78% of its overall portfolio holdings.
Number of Shares
146,243
Previous 130,423
12.13%
Holding current value
$8.41 Million
Previous $7.42 Million
14.56%
% of portfolio
2.78%
Previous 2.64%
Shares
3 transactions
Others Institutions Holding CMF
# of Institutions
288Shares Held
38.6MCall Options Held
5KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA13.2MShares$761 Million0.15% of portfolio
-
Morgan Stanley New York, NY1.8MShares$103 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$78.1 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.31MShares$75.3 Million0.68% of portfolio
-
Facet Wealth, Inc.992KShares$57 Million1.6% of portfolio