Erts Wealth Advisors, LLC Ishares California Muni Bond E Transaction History

Erts Wealth Advisors, LLC

  • $514 Million
  • Q1 2025

A detailed history of Erts Wealth Advisors, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 5,355 shares of CMF stock, worth $296,238. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,355
Previous 4,570 17.18%
Holding current value
$296,238
Previous $261,000 15.33%
% of portfolio
0.06%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$55.93 - $57.47 $43,905 - $45,113
785 Added 17.18%
5,355 $301,000
Q4 2024

Jan 17, 2025
BUY
$56.66 - $58.1 $258,936 - $265,517
4,570 New
4,570 $261,000

Others Institutions Holding CMF

# of Institutions
329
Shares Held
49M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CALIFORNIA MUNI BOND E

CMF Quotes by TradingView
  • Ticker CMF
  • Sector ETFs
  • Industry ETFs
More about CMF
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