Heritage Wealth Management, Inc. /Ca/ Ishares California Muni Bond E Transaction History

Heritage Wealth Management, Inc. /Ca/

$141 Billion
Q3 2024

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 49,386 shares of CMF stock, worth $2.81 Million. This represents 2.03% of its overall portfolio holdings.

Number of Shares

49,386

Previous 51,132 3.41%

Holding current value

$2.81 Million

Previous $2.91 Billion 1.33%

% of portfolio

2.03%

Previous 2.13%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$56.65 - $58.17 $98,910 - $101,564	-1,746 Reduced 3.41%	49,386 $2.87 Billion
Q2 2024 Jul 25, 2024	SELL	$56.38 - $57.26 $60,946 - $61,898	-1,081 Reduced 2.07%	51,132 $2.91 Billion
Q1 2024 May 06, 2024	BUY	$57.33 - $58.04 $318,181 - $322,122	5,550 Added 11.89%	52,213 $3 Billion
Q4 2023 Feb 14, 2024	BUY	$53.93 - $58.09 $2.52 Million - $2.71 Million	46,663 New	46,663 $2.7 Billion

Others Institutions Holding CMF

# of Institutions

298

Shares Held

37.7M

Call Options Held

Put Options Held

4.5K

View Full List

About ISHARES CALIFORNIA MUNI BOND E

Ticker CMF
Sector ETFs
Industry ETFs

More about CMF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc. /Ca/, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc. /Ca/ with notifications on news.

Account

Heritage Wealth Management, Inc. /Ca/ Ishares California Muni Bond E Transaction History