Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CALICALI
5 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 149,618 shares of CALI (ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF), worth $7.5M as of 2026-Q2. The position was increased (+5.7% shares). CALI represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$7.5M

Current Shares

149,618

Total Value Change

+$7.2M

Total Shares Change

+143,653

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
149,618
+5.7%
$7.5M0.0%$50.43
29
2026-Q1
Increased
141,621
+4.9%
$7.1M0.0%$50.01
29
2025-Q4
Increased
134,985
+478.7%
$6.8M0.0%$49.86
44
2025-Q3
Increased
23,324
+291.0%
$1.2M0.0%$49.61
41
2025-Q2
New
5,965
-
$300,2780.0%$49.09
32

Other major holders of CALI: LPL Financial LLC, BlackRock Finance, Inc.

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