Envestnet Portfolio Solutions, Inc. Ishares California Muni Bond E Transaction History

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 145,625 shares of CMF stock, worth $8.37 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
145,625
Previous 117,552 23.88%
Holding current value
$8.37 Million
Previous $6.69 Million 26.56%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$56.65 - $58.17 $1.59 Million - $1.63 Million
28,073 Added 23.88%
145,625 $8.46 Million
Q2 2024

Jul 16, 2024
BUY
$56.38 - $57.26 $1.85 Million - $1.88 Million
32,863 Added 38.8%
117,552 $6.69 Million
Q1 2024

May 06, 2024
BUY
$57.33 - $58.04 $1.52 Million - $1.54 Million
26,566 Added 45.71%
84,689 $4.87 Million
Q4 2023

Feb 07, 2024
BUY
$53.93 - $58.09 $619,332 - $667,105
11,484 Added 24.62%
58,123 $3.37 Million
Q3 2023

Nov 13, 2023
BUY
$54.65 - $57.2 $2.55 Million - $2.67 Million
46,639 New
46,639 $2.56 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 Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, 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 Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email