Wise Wealth Partners Ishares California Muni Bond E Transaction History
Wise Wealth Partners
- $65.5 Billion
- Q3 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 5,837 shares of CMF stock, worth $334,751. This represents 0.51% of its overall portfolio holdings.
Number of Shares
5,837
Previous 5,796
0.71%
Holding current value
$334,751
Previous $323 Million
3.07%
% of portfolio
0.51%
Previous 0.54%
Shares
4 transactions
Others Institutions Holding CMF
# of Institutions
349Shares Held
42.1MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA7.74MShares$444 Million0.07% of portfolio
-
Wealthfront Advisers LLC3.96MShares$227 Million0.54% of portfolio
-
Morgan Stanley New York, NY1.77MShares$101 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.64MShares$94.1 Million0.01% of portfolio
-
Bailard, Inc.1.43MShares$82.3 Million1.84% of portfolio