EP Wealth Advisors »

Blackrock MuniHoldings CA Insrd Fnd shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Blackrock MuniHoldings CA Insrd Fnd (MUC) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Blackrock MuniHoldings CA Insrd Fnd

Tip: Access up to 7 years of quarterly data

All positions including Blackrock MuniHoldings CA Insrd Fnd held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Blackrock MuniHoldings CA Insrd Fnd by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $143k 13k 11.13
2023-09-30 $123k 13k 9.56
2023-06-30 $124k 10k 12.41
2023-03-31 $26M 241k 107.74

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Amazon (AMZN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Us Treas Bd Etf (GOVT)
Broadcom (AVGO)

View all positions for EP Wealth Advisors

Top funds holding Blackrock MuniHoldings CA Insrd Fnd

Saba Capital Management
Rivernorth Capital Management
Bank of America Corporation
Logan Stone Capital
Hollencrest Securities
Wells Fargo & Company
Guggenheim Capital, LLC Managers
Robinson Capital Management
CNH Partners
Advisors Asset Management
Allianz Asset Management
UBS Group
Hennion & Walsh Asset Management
Thomas J. Herzfeld Advisors
Ignite Planners

View all funds holding Blackrock MuniHoldings CA Insrd Fnd