Shanker Valleau Wealth Advisors, Inc. Ishares California Muni Bond E Transaction History

Shanker Valleau Wealth Advisors, Inc.

  • $294 Million
  • Q1 2025

A detailed history of Shanker Valleau Wealth Advisors, Inc. transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Shanker Valleau Wealth Advisors, Inc. holds 6,185 shares of CMF stock, worth $342,154. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,185
Previous 6,299 1.81%
Holding current value
$342,154
Previous $360,000 3.33%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Apr 16, 2025
SELL
$55.93 - $57.47 $6,376 - $6,551
-114 Reduced 1.81%
6,185 $348,000
Q2 2024

Jul 02, 2024
SELL
$56.38 - $57.26 $58,409 - $59,321
-1,036 Reduced 14.12%
6,299 $358,000
Q1 2024

Apr 17, 2024
BUY
$57.33 - $58.04 $420,515 - $425,723
7,335 New
7,335 $422,000

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
Track This Portfolio

Track Shanker Valleau Wealth Advisors, Inc. Portfolio

Follow Shanker Valleau Wealth Advisors, Inc. 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 Shanker Valleau Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Shanker Valleau Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email