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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

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $148k 13k 11.52
2024-06-30 $143k 13k 11.10
2024-03-31 $142k 13k 11.01
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

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Top funds holding Blackrock MuniHoldings CA Insrd Fnd

Morgan Stanley
Karpus Investment Management
Rivernorth Capital Management
Saba Capital Management
Bank of America Corporation
Guggenheim Capital, LLC Managers
Hollencrest Securities
Robinson Capital Management
Wells Fargo & Company
Advisors Asset Management
Allianz Asset Management
Sanctuary Advisors
Hennion & Walsh Asset Management
Thomas J. Herzfeld Advisors
LPL Financial

View all funds holding Blackrock MuniHoldings CA Insrd Fnd