Wise Wealth Partners Ishares California Muni Bond E Transaction History

Wise Wealth Partners

$40.5 Billion
Q4 2024

A detailed history of Wise Wealth Partners transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Wise Wealth Partners holds 5,342 shares of CMF stock, worth $299,899. This represents 0.75% of its overall portfolio holdings.

Number of Shares

5,342

Holding current value

$299,899

% of portfolio

0.75%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$56.66 - $58.1 $302,677 - $310,370	5,342 New	5,342 $306 Million

Others Institutions Holding CMF

# of Institutions

316

Shares Held

46.2M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

11M
Shares

$617 Million
0.12% of portfolio
Wealthfront Advisers LLC

6.83M
Shares

$383 Million
1.15% of portfolio
Morgan Stanley New York, NY

1.84M
Shares

$103 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.69M
Shares

$95.1 Million
0.01% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

1.42M
Shares

$79.9 Million
0.69% of portfolio

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About ISHARES CALIFORNIA MUNI BOND E

Ticker CMF
Sector ETFs
Industry ETFs

More about CMF

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Wise Wealth Partners Ishares California Muni Bond E Transaction History