Creative One Wealth, LLC Ishares California Muni Bond E Transaction History

Creative One Wealth, LLC

  • $2.76 Billion
  • Q3 2024

Shares

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

Aug 14, 2024
SELL
$56.38 - $57.26 $282,858 - $287,273
-5,017 Reduced 45.77%
5,944 $338,000
Q1 2024

May 14, 2024
BUY
$57.33 - $58.04 $2,121 - $2,147
37 Added 0.34%
10,961 $631,000
Q4 2023

Feb 09, 2024
SELL
$53.93 - $58.09 $110,394 - $118,910
-2,047 Reduced 15.78%
10,924 $633,000
Q3 2023

Oct 17, 2023
SELL
$54.65 - $57.2 $30,986 - $32,432
-567 Reduced 4.19%
12,971 $711,000
Q1 2023

May 15, 2023
BUY
$55.81 - $57.67 $40,629 - $41,983
728 Added 5.68%
13,538 $777,000
Q4 2022

Feb 14, 2023
BUY
$53.99 - $56.91 $691,611 - $729,017
12,810 New
12,810 $719,000
Q2 2022

Aug 12, 2022
SELL
$55.37 - $58.09 $3,045 - $3,194
-55 Reduced 0.91%
6,006 $339,000
Q1 2022

May 13, 2022
SELL
$58.05 - $62.27 $33,088 - $35,493
-570 Reduced 8.6%
6,061 $353,000
Q4 2021

Feb 15, 2022
SELL
$61.79 - $62.37 $76,434 - $77,151
-1,237 Reduced 15.72%
6,631 $413,000
Q3 2021

Nov 16, 2021
SELL
$62.08 - $62.98 $12,540 - $12,721
-202 Reduced 2.5%
7,868 $488,000
Q2 2021

Aug 13, 2021
SELL
$62.05 - $62.84 $34,189 - $34,624
-551 Reduced 6.39%
8,070 $505,000
Q1 2021

May 17, 2021
SELL
$61.72 - $63.18 $252,002 - $257,963
-4,083 Reduced 32.14%
8,621 $536,000
Q4 2020

Feb 12, 2021
BUY
$61.84 - $62.92 $785,615 - $799,335
12,704 New
12,704 $798,000

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 Creative One Wealth, LLC Portfolio

Follow Creative One Wealth, 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 Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email