Avantax Planning Partners, Inc. Ishares California Muni Bond E Transaction History

Avantax Planning Partners, Inc.

  • $2.78 Billion
  • Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 12,196 shares of CMF stock, worth $701,026. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,196
Previous 12,196 -0.0%
Holding current value
$701,026
Previous $693,000 2.16%
% of portfolio
0.03%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 09, 2024
BUY
$53.93 - $58.09 $447,619 - $482,147
8,300 Added 213.04%
12,196 $706,000
Q4 2022

Feb 09, 2023
BUY
$53.99 - $56.91 $210,345 - $221,721
3,896 New
3,896 $218,000

Others Institutions Holding CMF

# of Institutions
288
Shares Held
38.6M
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 Avantax Planning Partners, Inc. Portfolio

Follow Avantax Planning Partners, Inc. 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 Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email