Williams & Novak, LLC Ishares California Muni Bond E Transaction History
Williams & Novak, LLC
- $107 Billion
- Q2 2024
A detailed history of Williams & Novak, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Williams & Novak, LLC holds 52,040 shares of CMF stock, worth $2.98 Million. This represents 2.76% of its overall portfolio holdings.
Number of Shares
52,040
Previous 44,500
16.94%
Holding current value
$2.98 Million
Previous $2.58 Billion
14.8%
% of portfolio
2.76%
Previous 2.93%
Shares
2 transactions
Others Institutions Holding CMF
# of Institutions
268Shares Held
32.9MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.58MShares$549 Million0.76% of portfolio
-
Morgan Stanley New York, NY1.79MShares$103 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.26MShares$72.4 Million0.86% of portfolio
-
Bank Of America Corp Charlotte, NC1.12MShares$64.4 Million0.01% of portfolio
-
Ubs Group Ag856KShares$49 Million0.01% of portfolio