Williams & Novak, LLC Ishares California Muni Bond E Transaction History
Williams & Novak, LLC
- $107 Billion
- Q3 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 49,915 shares of CMF stock, worth $2.85 Million. This represents 2.71% of its overall portfolio holdings.
Number of Shares
49,915
Previous 52,040
4.08%
Holding current value
$2.85 Million
Previous $2.96 Billion
2.01%
% of portfolio
2.71%
Previous 2.76%
Shares
3 transactions
Others Institutions Holding CMF
# of Institutions
280Shares Held
34MCall Options Held
6KPut Options Held
4.5K-
Charles Schwab Investment Management Inc San Francisco, CA9.61MShares$547 Million0.11% of portfolio
-
Morgan Stanley New York, NY1.79MShares$102 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.27MShares$72.6 Million0.78% of portfolio
-
Bank Of America Corp Charlotte, NC1.04MShares$59.5 Million0.01% of portfolio
-
Facet Wealth, Inc.992KShares$56.5 Million1.6% of portfolio