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Blackrock MuniHoldings CA Insrd Fnd shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial Advisors investment in Blackrock MuniHoldings CA Insrd Fnd

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Quarterly reported holdings in Blackrock MuniHoldings CA Insrd Fnd by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $339k 31k 10.85
2025-06-30 $245k 24k 10.35
2025-03-31 $254k 24k 10.71
2024-12-31 $141k 13k 10.63

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit (AAAU)
Vanguard High Dividend Yield High Div Yld (VYM)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Ishares Semiconductor Etf Ishares Semicdtr (SOXX)
Health Care Select Sector Spdr Sbi Healthcare (XLV)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Vanguard Short-term Treasury Etf Short Term Treas (VGSH)
Technology Select Sector Spdr Technology (XLK)
Apple (AAPL)

View all positions for Wellspring Financial Advisors

Top funds holding Blackrock MuniHoldings CA Insrd Fnd

Morgan Stanley
Karpus Investment Management
Guggenheim Capital, LLC Managers
Sit Investment Associates
Rivernorth Capital Management
MacKay Shields
Advisors Asset Management
Saba Capital Management
Wells Fargo & Company
Allspring Global Investments Holdings
Allianz Asset Management
City of London Investment Management Company
Northwestern Mutual Wealth Management Company
Hennion & Walsh Asset Management
LPL Financial

View all funds holding Blackrock MuniHoldings CA Insrd Fnd