Cherry Tree Wealth Management, LLC Ishares California Muni Bond E Transaction History

Cherry Tree Wealth Management, LLC

  • $422 Billion
  • Q3 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 6,669 shares of CMF stock, worth $385,334. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,669
Previous 6,669 -0.0%
Holding current value
$385,334
Previous $379 Million 2.16%
% of portfolio
0.09%
Previous 0.1%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 09, 2023
BUY
$56.03 - $57.9 $373,664 - $386,135
6,669 New
6,669 $380 Million

Others Institutions Holding CMF

# of Institutions
289
Shares Held
38.7M
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 Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree 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 Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email