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

Wealth Enhancement Advisory Services, LLC

  • $44.5 Billion
  • Q3 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 13,659 shares of CMF stock, worth $789,217. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,659
Previous 11,524 18.53%
Holding current value
$789,217
Previous $655,000 21.07%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
289
Shares Held
38.7M
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
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