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Creative Planning
Creative Planning
CALI2 quarters
Position history for Creative Planning's holdings in ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF
Creative Planning holds 7,624 shares of CALI (ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF), worth $385,279 as of 2026-Q2. The position was decreased (-18.3% shares). CALI represents 0.0% of Creative Planning's portfolio.
Current Value
$385,279
Current Shares
7,624
Total Value Change
-$85,132
Total Shares Change
-1,704
Quarter-by-Quarter History
Other major holders of CALI: LPL Financial LLC, BlackRock Finance, Inc., WEALTH ENHANCEMENT ADVISORY SERVICES, LLC