Golden State Wealth Management, LLC Ishares California Muni Bond E Transaction History

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 7,248 shares of CMF stock, worth $412,991. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,248
Previous 8,480 14.53%
Holding current value
$412,991
Previous $493,000 84111.97%
% of portfolio
0.06%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$56.66 - $58.1 $69,805 - $71,579
-1,232 Reduced 14.53%
7,248 $415 Million
Q1 2022

May 19, 2022
BUY
$58.05 - $62.27 $492,264 - $528,049
8,480 New
8,480 $493,000
Q1 2022

May 16, 2022
SELL
$58.05 - $62.27 $205,497 - $220,435
-3,540 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$61.79 - $62.37 $7,291 - $7,359
118 Added 3.45%
3,540 $221,000
Q3 2021

Nov 15, 2021
BUY
$62.08 - $62.98 $212,437 - $215,517
3,422 New
3,422 $212,000

Others Institutions Holding CMF

# of Institutions
298
Shares Held
37.7M
Call Options Held
5K
Put Options Held
4.5K
View Full List

About ISHARES CALIFORNIA MUNI BOND E

CMF Quotes by TradingView
  • Ticker CMF
  • Sector ETFs
  • Industry ETFs
More about CMF
Track This Portfolio

Track Golden State Wealth Management, LLC Portfolio

Follow Golden State Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email