Clifford Swan Investment Counsel LLC Ishares California Muni Bond E Transaction History

Clifford Swan Investment Counsel LLC

  • $2.78 Billion
  • Q3 2024

A detailed history of Clifford Swan Investment Counsel LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Clifford Swan Investment Counsel LLC holds 7,010 shares of CMF stock, worth $399,289. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,010
Previous 7,010 -0.0%
Holding current value
$399,289
Previous $398,000 2.26%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 03, 2023
BUY
$56.03 - $57.9 $25,213 - $26,055
450 Added 6.86%
7,010 $399,000
Q1 2023

May 05, 2023
SELL
$55.81 - $57.67 $12,278 - $12,687
-220 Reduced 3.24%
6,560 $376,000
Q1 2021

May 07, 2021
BUY
$61.72 - $63.18 $418,461 - $428,360
6,780 New
6,780 $421,000

Others Institutions Holding CMF

# of Institutions
295
Shares Held
39.4M
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 Clifford Swan Investment Counsel LLC Portfolio

Follow Clifford Swan Investment Counsel 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 Clifford Swan Investment Counsel LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clifford Swan Investment Counsel LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email