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Blackrock MuniHoldings CA Insrd Fnd shares owned by Evoke Wealth

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

Historical chart of Evoke Wealth investment in Blackrock MuniHoldings CA Insrd Fnd

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

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Quarterly reported holdings in Blackrock MuniHoldings CA Insrd Fnd by Evoke Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 152k 11.57
2024-06-30 $394k 35k 11.15
2024-03-31 $1.2M 108k 11.06
2023-12-31 $1.2M 108k 11.13
2023-09-30 $1.0M 108k 9.59
2023-06-30 $1.2M 108k 10.88
2023-03-31 $1.2M 106k 11.09
2022-12-31 $1.1M 102k 10.74
2022-09-30 $1.1M 99k 10.79
2022-06-30 $1.2M 99k 12.03
2019-09-30 $3.7k 263 14.16

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Tidal Etf Tr Rpar Risk Pari (RPAR)
Vanguard Index Fds Total Stk Mkt (VTI)
Flexshares Tr Mornstar Upstr (GUNR)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)

View all positions for Evoke Wealth

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