Heritage Wealth Management, Inc. /Ca/ Ishares California Muni Bond E Transaction History

Heritage Wealth Management, Inc. /Ca/

  • $136 Billion
  • Q2 2024

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 51,132 shares of CMF stock, worth $2.97 Million. This represents 2.13% of its overall portfolio holdings.

Number of Shares
51,132
Previous 52,213 2.07%
Holding current value
$2.97 Million
Previous $3 Billion 3.19%
% of portfolio
2.13%
Previous 2.27%

Shares

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

Jul 25, 2024
SELL
$56.38 - $57.26 $60,946 - $61,898
-1,081 Reduced 2.07%
51,132 $2.91 Billion
Q1 2024

May 06, 2024
BUY
$57.33 - $58.04 $318,181 - $322,122
5,550 Added 11.89%
52,213 $3 Billion
Q4 2023

Feb 14, 2024
BUY
$53.93 - $58.09 $2.52 Million - $2.71 Million
46,663 New
46,663 $2.7 Billion

Others Institutions Holding CMF

# of Institutions
264
Shares Held
32.7M
Call Options Held
6K
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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