Twin Peaks Wealth Advisors, LLC Ishares California Muni Bond E Transaction History

Twin Peaks Wealth Advisors, LLC

  • $220 Billion
  • Q1 2025

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 5,684 shares of CMF stock, worth $313,813. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,684
Previous 5,478 3.76%
Holding current value
$313,813
Previous $314 Million 0.02%
% of portfolio
0.14%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$55.93 - $57.47 $11,521 - $11,838
206 Added 3.76%
5,684 $314 Million
Q4 2024

Feb 04, 2025
BUY
$56.66 - $58.1 $310,383 - $318,271
5,478 New
5,478 $314 Million

Others Institutions Holding CMF

# of Institutions
317
Shares Held
46.7M
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 Twin Peaks Wealth Advisors, LLC Portfolio

Follow Twin Peaks Wealth Advisors, 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 Twin Peaks Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Twin Peaks Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email