Wealthspire Advisors, LLC Ishares California Muni Bond E Transaction History

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 23,561 shares of CMF stock, worth $1.34 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
23,561
Previous 22,517 4.64%
Holding current value
$1.34 Million
Previous $1.31 Million 3.13%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$56.66 - $58.1 $59,153 - $60,656
1,044 Added 4.64%
23,561 $1.35 Million
Q3 2024

Nov 13, 2024
BUY
$56.65 - $58.17 $1.28 Million - $1.31 Million
22,517 New
22,517 $1.31 Million
Q1 2019

May 08, 2019
SELL
$58.26 - $59.59 $28,314 - $28,960
-486 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
$56.95 - $58.45 $27,677 - $28,406
486 New
486 $28,000

Others Institutions Holding CMF

# of Institutions
313
Shares Held
39.5M
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
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, LLC 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 Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email