A detailed history of Williams & Novak, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Williams & Novak, LLC holds 52,040 shares of CMF stock, worth $2.98 Million. This represents 2.76% of its overall portfolio holdings.

Number of Shares
52,040
Previous 44,500 16.94%
Holding current value
$2.98 Million
Previous $2.58 Billion 14.8%
% of portfolio
2.76%
Previous 2.93%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

BUY
$56.38 - $57.26 $425,105 - $431,740
7,540 Added 16.94%
52,040 $2.96 Billion
Q4 2023

Jan 25, 2024

BUY
$53.93 - $58.09 $2.4 Million - $2.59 Million
44,500 New
44,500 $2.58 Billion

Others Institutions Holding CMF

About ISHARES CALIFORNIA MUNI BOND E


  • Ticker CMF
  • Sector ETFs
  • Industry ETFs
More about CMF
Track This Portfolio

Track Williams & Novak, LLC Portfolio

Follow Williams & Novak, 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 Williams & Novak, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Williams & Novak, LLC with notifications on news.