Wise Wealth Partners Ishares California Muni Bond E Transaction History
Wise Wealth Partners
- $41.9 Billion
- Q1 2025
A detailed history of Wise Wealth Partners transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Wise Wealth Partners holds 5,368 shares of CMF stock, worth $296,957. This represents 0.72% of its overall portfolio holdings.
Number of Shares
5,368
Previous 5,342
0.49%
Holding current value
$296,957
Previous $306 Million
1.27%
% of portfolio
0.72%
Previous 0.75%
Shares
2 transactions
Others Institutions Holding CMF
# of Institutions
329Shares Held
49MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA10.3MShares$568 Million0.11% of portfolio
-
Wealthfront Advisers LLC8.95MShares$495 Million1.44% 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$71.5 Million0.01% of portfolio