Wise Wealth Partners Ishares California Muni Bond E Transaction History

Wise Wealth Partners

$40.5 Billion
Q4 2024

A detailed history of Wise Wealth Partners transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Wise Wealth Partners holds 5,342 shares of CMF stock, worth $303,532. This represents 0.75% of its overall portfolio holdings.

Number of Shares

5,342

Holding current value

$303,532

% of portfolio

0.75%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$56.66 - $58.1 $302,677 - $310,370	5,342 New	5,342 $306 Million

Others Institutions Holding CMF

# of Institutions

313

Shares Held

39.5M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

11M
Shares

$625 Million
0.12% of portfolio
Morgan Stanley New York, NY

1.84M
Shares

$105 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.69M
Shares

$96.2 Million
0.01% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

1.42M
Shares

$80.9 Million
0.69% of portfolio
Facet Wealth, Inc.

1.15M
Shares

$65.3 Million
1.79% of portfolio

View Full List

About ISHARES CALIFORNIA MUNI BOND E

Ticker CMF
Sector ETFs
Industry ETFs

More about CMF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wise Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Wise Wealth Partners with notifications on news.

Account

Wise Wealth Partners Ishares California Muni Bond E Transaction History