Summit Wealth Group, LLC Ishares California Muni Bond E Transaction History

Summit Wealth Group, LLC

  • $398 Million
  • Q3 2025

A detailed history of Summit Wealth Group, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Summit Wealth Group, LLC holds 6,849 shares of CMF stock, worth $392,790. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,849
Previous 6,436 6.42%
Holding current value
$392,790
Previous $359,000 8.64%
% of portfolio
0.1%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$55.16 - $57.13 $22,781 - $23,594
413 Added 6.42%
6,849 $390,000
Q4 2024

Feb 04, 2025
BUY
$56.66 - $58.1 $364,663 - $373,931
6,436 New
6,436 $369,000

Others Institutions Holding CMF

# of Institutions
349
Shares Held
42.1M
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
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