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

Shanker Valleau Wealth Advisors, Inc.

  • $234 Million
  • Q2 2024

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 6,299 shares of CMF stock, worth $363,956. This represents 0.15% of its overall portfolio holdings.

Number of Shares
6,299
Previous 7,335 14.12%
Holding current value
$363,956
Previous $422,000 15.17%
% of portfolio
0.15%
Previous 0.19%

Shares

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