A detailed history of Life Planning Partners, Inc transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Life Planning Partners, Inc holds 7,437 shares of CMF stock, worth $427,553. This represents 0.39% of its overall portfolio holdings.

Number of Shares
7,437
Previous 6,561 13.35%
Holding current value
$427,553
Previous $373,000 15.82%
% of portfolio
0.39%
Previous 0.34%

Shares

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

Oct 29, 2024

BUY
$56.65 - $58.17 $49,625 - $50,956
876 Added 13.35%
7,437 $432,000
Q4 2023

Jan 19, 2024

SELL
$53.93 - $58.09 $244,087 - $262,915
-4,526 Reduced 40.82%
6,561 $380,000
Q3 2022

Oct 13, 2022

BUY
$54.22 - $57.98 $601,137 - $642,824
11,087 New
11,087 $0

Others Institutions Holding CMF

About ISHARES CALIFORNIA MUNI BOND E


  • Ticker CMF
  • Sector ETFs
  • Industry ETFs
More about CMF
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