Instrumental Wealth, LLC Ishares California Muni Bond E Transaction History

Instrumental Wealth, LLC

  • $106 Billion
  • Q4 2024

A detailed history of Instrumental Wealth, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Instrumental Wealth, LLC holds 11,515 shares of CMF stock, worth $651,058. This represents 0.62% of its overall portfolio holdings.

Number of Shares
11,515
Previous 10,954 5.12%
Holding current value
$651,058
Previous $630 Million 4.4%
% of portfolio
0.62%
Previous 0.61%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 24, 2025
BUY
$56.66 - $58.1 $31,786 - $32,594
561 Added 5.12%
11,515 $658 Million
Q3 2024

Oct 15, 2024
BUY
$56.65 - $58.17 $620,544 - $637,194
10,954 New
10,954 $630 Million

Others Institutions Holding CMF

# of Institutions
314
Shares Held
39.5M
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
Track This Portfolio

Track Instrumental Wealth, LLC Portfolio

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

News

Stay updated on Instrumental Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email