Wealth Plan Investment Management, LLC Ishares California Muni Bond E Transaction History

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 25,609 shares of CMF stock, worth $1.47 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
25,609
Previous 32,174 20.4%
Holding current value
$1.47 Million
Previous $1.79 Million 18.57%
% of portfolio
0.11%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$55.16 - $57.13 $362,125 - $375,058
-6,565 Reduced 20.4%
25,609 $1.46 Million
Q2 2025

Jul 28, 2025
BUY
$54.52 - $56.7 $1.75 Million - $1.82 Million
32,174 New
32,174 $1.79 Million

Others Institutions Holding CMF

# of Institutions
350
Shares Held
42.1M
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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