US13063DFY94 California GO Action - prix de l'action, participation institutionnelle, actionnaires

Statistiques de base
Propriétaires institutionnels 0 total, 0 long only, 0 short only, 0 long/short - change of 16,67% MRQ
Allocation moyenne du portefeuille 0.1480 % - change of 52,56% MRQ
Participation institutionnels et actionnaires

California GO (US:US13063DFY94) détient 0 des propriétaires institutionnels et des actionnaires qui ont déposé des formulaires 13D/G ou 13F auprès de la Securities Exchange Commission (SEC). Les principaux actionnaires incluent .

California GO (US13063DFY94) la structure de l'actionnariat institutionnel indique les positions actuelles des institutions et des fonds dans l'entreprise, ainsi que les derniers changements dans le volume des positions. Les principaux actionnaires peuvent être des investisseurs individuels, des fonds communs de placement, des fonds spéculatifs ou des institutions. L'annexe 13D indique que l'investisseur détient (ou a détenu) plus de 5 % de l'entreprise et qu'il a l'intention (ou a eu l'intention) de poursuivre activement un changement de stratégie commerciale. L'annexe 13G indique un investissement passif de plus de 5 %.

US13063DFY94 / California GO - 5.0% 2029-10-01 Institutional Ownership
Déclarations 13F et NPORT

Les détails des déclarations 13F sont gratuits. Les détails des déclarations NP nécessitent une adhésion premium. Les lignes vertes indiquent de nouvelles positions. Les lignes rouges indiquent des positions clôturées. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.

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Date de dépôt Source Investisseur Type Prix moyen
(Est)
Actions Δ Actions
(%)
Valeur déclarée
(1000 $)
Δ Valeur
(%)
Allocation de portefeuille
(%)
2025-07-25 NP CMF - iShares California Muni Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 772 -0,90
2025-07-29 NP BSMQ - Invesco BulletShares 2026 Municipal Bond ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 218 42,48
2025-06-25 NP SMB - VanEck Vectors AMT-Free Short Municipal Index ETF 1 016 -0,78
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - DFA California Municipal Real Return Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 305
2025-07-29 NP VCAIX - Vanguard California Intermediate-Term Tax-Exempt Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10 181 -50,34
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - DFA California Short-Term Municipal Bond Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5 077
2025-06-26 NP DFSMX - Dfa Short-term Municipal Bond Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 356
2025-07-29 NP VTEC - Vanguard California Tax-Exempt Bond ETF ETF Shares 188 130,86
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - DFA Municipal Real Return Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 036 -0,77
2025-03-31 NP VTEAX - Vanguard Tax-Exempt Bond Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8 807 -0,54
2025-08-25 NP SCMB - Schwab Municipal Bond ETF 71 0,00
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - DFA California Intermediate-Term Municipal Bond Portfolio Institutional Class Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 610 2,81
2025-07-25 NP MUB - iShares National Muni Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6 545 -0,80
2025-07-29 NP VTES - Vanguard Short-Term Tax-Exempt Bond ETF ETF Shares 315 -0,95
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