Wise Wealth Partners Ishares California Muni Bond E Transaction History
Wise Wealth Partners
- $59.9 Billion
- Q2 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 5,796 shares of CMF stock, worth $322,257. This represents 0.54% of its overall portfolio holdings.
Number of Shares
5,796
Previous 5,368
7.97%
Holding current value
$322,257
Previous $302 Million
6.93%
% of portfolio
0.54%
Previous 0.72%
Shares
3 transactions
Others Institutions Holding CMF
# of Institutions
335Shares Held
48.5MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA10.3MShares$570 Million0.11% of portfolio
-
Wealthfront Advisers LLC8.65MShares$481 Million1.26% of portfolio
-
Morgan Stanley New York, NY1.82MShares$101 Million0.01% of portfolio
-
Syon Capital LLC San Francisco, CA1.35MShares$74.9 Million6.17% of portfolio
-
Bailard, Inc.1.34MShares$74.8 Million1.78% of portfolio