West Wealth Group, LLC Ishares California Muni Bond E Transaction History
West Wealth Group, LLC
- $327 Million
- Q1 2025
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 206,136 shares of CMF stock, worth $11.5 Million. This represents 3.55% of its overall portfolio holdings.
Number of Shares
206,136
Previous 191,741
7.51%
Holding current value
$11.5 Million
Previous $11 Million
5.64%
% of portfolio
3.55%
Previous 3.3%
Shares
5 transactions
Others Institutions Holding CMF
# of Institutions
328Shares Held
48.9MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA10.3MShares$571 Million0.11% of portfolio
-
Wealthfront Advisers LLC8.95MShares$498 Million1.44% of portfolio
-
Morgan Stanley New York, NY1.82MShares$102 Million0.01% of portfolio
-
Syon Capital LLC San Francisco, CA1.35MShares$75 Million6.17% of portfolio
-
Bank Of America Corp Charlotte, NC1.29MShares$72 Million0.01% of portfolio