Verity Wealth Advisors Ishares California Muni Bond E Transaction History

Verity Wealth Advisors

  • $142 Million
  • Q3 2024

A detailed history of Verity Wealth Advisors transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Verity Wealth Advisors holds 10,915 shares of CMF stock, worth $621,718. This represents 0.45% of its overall portfolio holdings.

Number of Shares
10,915
Previous 10,915 -0.0%
Holding current value
$621,718
Previous $620,000 2.26%
% of portfolio
0.45%
Previous 0.46%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 04, 2024
SELL
$57.33 - $58.04 $451,301 - $456,890
-7,872 Reduced 41.9%
10,915 $628,000
Q3 2019

Oct 11, 2019
BUY
$60.49 - $61.99 $2,843 - $2,913
47 Added 0.25%
18,787 $1.15 Million
Q2 2019

Aug 01, 2019
BUY
$59.26 - $60.67 $2,903 - $2,972
49 Added 0.26%
18,740 $1.14 Million
Q1 2019

Apr 03, 2019
BUY
$58.26 - $59.59 $1,980 - $2,026
34 Added 0.18%
18,691 $1.11 Million
Q4 2018

Jan 25, 2019
BUY
$56.95 - $58.45 $1.06 Million - $1.09 Million
18,657 New
18,657 $1.09 Million

Others Institutions Holding CMF

# of Institutions
295
Shares Held
39.4M
Call Options Held
5K
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
Track This Portfolio

Track Verity Wealth Advisors Portfolio

Follow Verity Wealth Advisors 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 Verity Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Verity Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email