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

Exencial Wealth Advisors, LLC

  • $2.72 Billion
  • Q3 2024

A detailed history of Exencial Wealth Advisors, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 4,156 shares of CMF stock, worth $236,684. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,156
Previous 4,515 7.95%
Holding current value
$236,684
Previous $256,000 5.86%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 31, 2024
SELL
$56.65 - $58.17 $20,337 - $20,883
-359 Reduced 7.95%
4,156 $241,000
Q2 2024

Aug 12, 2024
BUY
$56.38 - $57.26 $12,572 - $12,768
223 Added 5.2%
4,515 $256,000
Q4 2023

Feb 13, 2024
BUY
$53.93 - $58.09 $231,467 - $249,322
4,292 New
4,292 $248,000

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
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