BLACKROCK MUNIHLDNGS CALI
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 673,975 | 709,302 | +35,327 | 0.24 | 0.22 | -0.01 | buy |
| Avior Wealth Management, LLC | 10,094 | 18,668 | +8,574 | 0.00 | 0.01 | +0.00 | buy |
| Cypress Wealth Services, LLC | 120,939 | 124,509 | +3,570 | 0.18 | 0.17 | -0.01 | buy |
| Trilogy Capital Inc. | 167,599 | 168,900 | +1,301 | 0.08 | 0.07 | -0.01 | buy |
| Wellspring Financial Advisors, LLC | 31,194 | 28,394 | -2,800 | 0.02 | 0.02 | -0.00 | sell |
| MELFA WEALTH MANAGEMENT, INC. | 180,332 | 158,900 | -21,432 | 1.08 | 0.94 | -0.14 | sell |
| Rareview Capital LLC | 183,505 | 125,561 | -57,944 | 1.11 | 0.73 | -0.39 | sell |