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

Wealth Enhancement Advisory Services, LLC

  • $55.6 Billion
  • Q2 2025

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 8,401 shares of CMF stock, worth $467,095. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,401
Previous 17,189 51.13%
Holding current value
$467,095
Previous $967,000 51.6%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
SELL
$54.52 - $56.7 $479,121 - $498,279
-8,788 Reduced 51.13%
8,401 $468,000
Q1 2025

Apr 16, 2025
SELL
$55.93 - $57.47 $103,302 - $106,147
-1,847 Reduced 9.7%
17,189 $967,000
Q4 2024

Mar 17, 2025
SELL
$56.66 - $58.1 $113,546 - $116,432
-2,004 Reduced 9.52%
19,036 $1.09 Million
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
336
Shares Held
48.7M
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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