Willow Creek Wealth Management Inc. Ishares California Muni Bond E Transaction History
Willow Creek Wealth Management Inc.
- $1.06 Billion
- Q2 2025
Shares
3 transactions
Others Institutions Holding CMF
# of Institutions
336Shares Held
48.5MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA10.3MShares$568 Million0.11% of portfolio
-
Wealthfront Advisers LLC8.65MShares$479 Million1.26% of portfolio
-
Morgan Stanley New York, NY1.82MShares$101 Million0.01% of portfolio
-
Syon Capital LLC San Francisco, CA1.35MShares$74.5 Million6.17% of portfolio
-
Bank Of America Corp Charlotte, NC1.29MShares$71.6 Million0.01% of portfolio