Wealth Enhancement Advisory Services, LLC Ishares California Muni Bond E Transaction History

Wealth Enhancement Advisory Services, LLC

$46.2 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 21,040 shares of CMF stock, worth $1.2 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

21,040

Previous 13,659 54.04%

Holding current value

$1.2 Million

Previous $793,000 51.95%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$56.66 - $58.1 $418,207 - $428,836	7,381 Added 54.04%	21,040 $1.21 Million
Q3 2024 Oct 23, 2024	BUY	$56.65 - $58.17 $120,947 - $124,192	2,135 Added 18.53%	13,659 $793,000
Q2 2024 Jul 16, 2024	BUY	$56.38 - $57.26 $99,059 - $100,605	1,757 Added 17.99%	11,524 $655,000
Q1 2024 Apr 15, 2024	BUY	$57.33 - $58.04 $11,637 - $11,782	203 Added 2.12%	9,767 $561,000
Q4 2023 Jan 30, 2024	SELL	$53.93 - $58.09 $23,459 - $25,269	-435 Reduced 4.35%	9,564 $554,000
Q3 2023 Nov 13, 2023	BUY	$54.65 - $57.2 $546,445 - $571,942	9,999 New	9,999 $548,000

Others Institutions Holding CMF

# of Institutions

313

Shares Held

39.5M

Call Options Held

Put Options Held

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About ISHARES CALIFORNIA MUNI BOND E

Ticker CMF
Sector ETFs
Industry ETFs

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Wealth Enhancement Advisory Services, LLC Ishares California Muni Bond E Transaction History