Bradley & Co. Private Wealth Management, LLC Ishares California Muni Bond E Transaction History

Bradley & Co. Private Wealth Management, LLC

  • $159 Million
  • Q4 2024

A detailed history of Bradley & Co. Private Wealth Management, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Bradley & Co. Private Wealth Management, LLC holds 3,205 shares of CMF stock, worth $176,018. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,205
Previous 3,205 -0.0%
Holding current value
$176,018
Previous $182,000 0.55%
% of portfolio
0.12%
Previous 0.14%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
SELL
$57.33 - $58.04 $44,832 - $45,387
-782 Reduced 19.61%
3,205 $184,000
Q4 2022

Feb 13, 2023
BUY
$53.99 - $56.91 $8,584 - $9,048
159 Added 4.15%
3,987 $223,000
Q2 2022

Jul 25, 2022
SELL
$55.37 - $58.09 $1.18 Million - $1.23 Million
-21,224 Reduced 84.72%
3,828 $216,000
Q1 2022

May 06, 2022
SELL
$58.05 - $62.27 $1.47 Million - $1.58 Million
-25,324 Reduced 50.27%
25,052 $1.46 Million
Q4 2021

Jan 21, 2022
BUY
$61.79 - $62.37 $236,532 - $238,752
3,828 Added 8.22%
50,376 $3.14 Million
Q3 2021

Nov 05, 2021
BUY
$62.08 - $62.98 $56,616 - $57,437
912 Added 2.0%
46,548 $2.89 Million
Q2 2021

Aug 09, 2021
BUY
$62.05 - $62.84 $195,829 - $198,323
3,156 Added 7.43%
45,636 $2.86 Million
Q1 2021

May 12, 2021
BUY
$61.72 - $63.18 $2.62 Million - $2.68 Million
42,480 New
42,480 $2.64 Million

Others Institutions Holding CMF

# of Institutions
319
Shares Held
46.8M
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 Bradley & Co. Private Wealth Management, LLC Portfolio

Follow Bradley & Co. Private Wealth Management, 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 Bradley & Co. Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bradley & Co. Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email