Atria Wealth Solutions, Inc. Ishares California Muni Bond E Transaction History

Atria Wealth Solutions, Inc.

  • $8.79 Billion
  • Q2 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 5,249 shares of CMF stock, worth $305,334. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,249
Previous 5,213 0.69%
Holding current value
$305,334
Previous $299,000 0.33%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024
BUY
$56.38 - $57.26 $2,029 - $2,061
36 Added 0.69%
5,249 $298,000
Q1 2024

May 13, 2024
BUY
$57.33 - $58.04 $1,318 - $1,334
23 Added 0.44%
5,213 $299,000
Q4 2023

Feb 02, 2024
BUY
$53.93 - $58.09 $279,896 - $301,487
5,190 New
5,190 $300,000
Q1 2023

Aug 22, 2023
BUY
$55.81 - $57.67 $3.67 Million - $3.79 Million
65,765 New
65,765 $3.78 Million
Q1 2023

Jun 14, 2023
SELL
$55.81 - $57.67 $284,351 - $293,828
-5,095 Reduced 7.75%
60,670 $3.48 Million
Q1 2023

May 10, 2023
BUY
$55.81 - $57.67 $284,351 - $293,828
5,095 Added 8.4%
65,765 $3.78 Million
Q4 2022

Aug 30, 2023
BUY
$53.99 - $56.91 $3.28 Million - $3.45 Million
60,670 New
60,670 $3.4 Million
Q4 2022

Feb 13, 2023
BUY
$53.99 - $56.91 $48,213 - $50,820
893 Added 1.49%
60,670 $3.4 Million
Q3 2022

Nov 14, 2022
BUY
$54.22 - $57.98 $3.24 Million - $3.47 Million
59,777 New
59,777 $3.24 Million

Others Institutions Holding CMF

# of Institutions
264
Shares Held
32.7M
Call Options Held
6K
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
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