Asset Planning,Inc Ishares California Muni Bond E Transaction History

Asset Planning,Inc

$131 Billion
Q4 2024

A detailed history of Asset Planning,Inc transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Asset Planning,Inc holds 700 shares of CMF stock, worth $39,921. This represents 0.03% of its overall portfolio holdings.

Number of Shares

700

Holding current value

$39,921

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$56.66 - $58.1 $39,662 - $40,670	700 New	700 $40.1 Million

Others Institutions Holding CMF

# of Institutions

294

Shares Held

39.4M

Call Options Held

Put Options Held

4.5K

Charles Schwab Investment Management Inc San Francisco, CA

13.2M
Shares

$755 Million
0.15% of portfolio
Morgan Stanley New York, NY

1.8M
Shares

$102 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.36M
Shares

$77.5 Million
0.01% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

1.31M
Shares

$74.7 Million
0.68% of portfolio
Facet Wealth, Inc.

992K
Shares

$56.6 Million
1.6% of portfolio

View Full List

About ISHARES CALIFORNIA MUNI BOND E

Ticker CMF
Sector ETFs
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