Asset Planning,Inc Ishares California Muni Bond E Transaction History

Asset Planning,Inc

$131 Billion
Q4 2024

A detailed history of Asset Planning,Inc transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Asset Planning,Inc holds 700 shares of CMF stock, worth $39,886. This represents 0.03% of its overall portfolio holdings.

Number of Shares

700

Holding current value

$39,886

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$56.66 - $58.1 $39,662 - $40,670	700 New	700 $40.1 Million

Others Institutions Holding CMF

# of Institutions

298

Shares Held

37.7M

Call Options Held

Put Options Held

4.5K

Charles Schwab Investment Management Inc San Francisco, CA

11M
Shares

$626 Million
0.12% of portfolio
Morgan Stanley New York, NY

1.8M
Shares

$102 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.36M
Shares

$77.4 Million
0.01% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

1.31M
Shares

$74.6 Million
0.68% of portfolio
Bailard, Inc.

1.06M
Shares

$60.6 Million
1.59% of portfolio

View Full List

About ISHARES CALIFORNIA MUNI BOND E

Ticker CMF
Sector ETFs
Industry ETFs

More about CMF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Asset Planning,Inc, based on Form 13F filings with the SEC.

News

Stay updated on Asset Planning,Inc with notifications on news.

Account