Certus Wealth Management, LLC Ishares California Muni Bond E Transaction History

Certus Wealth Management, LLC

  • $130 Million
  • Q2 2024

A detailed history of Certus Wealth Management, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Certus Wealth Management, LLC holds 125,853 shares of CMF stock, worth $7.2 Million. This represents 5.52% of its overall portfolio holdings.

Number of Shares
125,853
Previous 115,626 8.84%
Holding current value
$7.2 Million
Previous $6.65 Million 7.59%
% of portfolio
5.52%
Previous 5.24%

Shares

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

Aug 02, 2024
BUY
$56.38 - $57.26 $576,598 - $585,598
10,227 Added 8.84%
125,853 $7.16 Million
Q1 2024

May 06, 2024
BUY
$57.33 - $58.04 $2.43 Million - $2.46 Million
42,392 Added 57.89%
115,626 $6.65 Million
Q4 2023

Feb 09, 2024
BUY
$53.93 - $58.09 $1.25 Million - $1.35 Million
23,185 Added 46.32%
73,234 $4.24 Million
Q3 2023

Nov 02, 2023
BUY
$54.65 - $57.2 $1.07 Million - $1.12 Million
19,646 Added 64.62%
50,049 $2.74 Million
Q2 2023

Aug 10, 2023
BUY
$56.03 - $57.9 $1.7 Million - $1.76 Million
30,403 New
30,403 $1.73 Billion

Others Institutions Holding CMF

# of Institutions
273
Shares Held
33.4M
Call Options Held
6K
Put Options Held
4.5K
View Full List

About ISHARES CALIFORNIA MUNI BOND E

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