Avantax Planning Partners, Inc. Ishares California Muni Bond E Transaction History

Avantax Planning Partners, Inc.

  • $2.76 Billion
  • Q4 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 11,616 shares of CMF stock, worth $661,182. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,616
Previous 12,196 4.76%
Holding current value
$661,182
Previous $708,000 6.07%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Feb 07, 2025
SELL
$56.66 - $58.1 $32,862 - $33,698
-580 Reduced 4.76%
11,616 $665,000
Q4 2023

Feb 09, 2024
BUY
$53.93 - $58.09 $447,619 - $482,147
8,300 Added 213.04%
12,196 $706,000
Q4 2022

Feb 09, 2023
BUY
$53.99 - $56.91 $210,345 - $221,721
3,896 New
3,896 $218,000

Others Institutions Holding CMF

# of Institutions
302
Shares Held
38.7M
Call Options Held
5K
Put Options Held
4.5K
View Full List

About ISHARES CALIFORNIA MUNI BOND E

CMF Quotes by TradingView
  • Ticker CMF
  • Sector ETFs
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More about CMF
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