Williams & Novak, LLC CMF Holdings History
Williams & Novak, LLC's iShares California Muni Bond ETF Holding Summary
As of 2025-03-31, Williams & Novak, LLC held 42,365.00 shares of iShares California Muni Bond ETF(CMF), totaling $2.38 Mil. This investment constitutes 2.33% of their stock portfolio, and Williams & Novak, LLC now holds 0.07% of the outstanding iShares California Muni Bond ETF(CMF) stock.
The initial trade took place in 2023Q4. And since then Williams & Novak, LLC has made 1 purchases of CMF, at an average price of $55.97, for a total of 52,040.00 shares. In addition, there have been 3 sales at an average price of $57.29 for 9,675.00 shares. Based on historical transaction data and CMF's current price of $55.25, Williams & Novak, LLC's estimated gain on his CMF holdings is $-17,830.03, reflecting a -0.61% gain to date.
Williams & Novak, LLC CMF ($55.25) Holding Chart
Williams & Novak, LLC CMF ($55.25) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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