Summit Wealth Group, LLC Ishares California Muni Bond E Transaction History

Summit Wealth Group, LLC

  • $342 Million
  • Q1 2025

A detailed history of Summit Wealth Group, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Summit Wealth Group, LLC holds 6,436 shares of CMF stock, worth $360,029. This represents 0.11% of its overall portfolio holdings.

Number of Shares
6,436
Previous 6,436 -0.0%
Holding current value
$360,029
Previous $369,000 1.9%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Feb 04, 2025
BUY
$56.66 - $58.1 $364,663 - $373,931
6,436 New
6,436 $369,000

Others Institutions Holding CMF

# of Institutions
322
Shares Held
47.7M
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
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