AFP
CALI

Alpha Financial Partners’s BlackRock ETF Trust II iShares Short-Term California Muni Active ETF CALI Stock Holding History

Alpha Financial Partners’s Portfolio CALI Stock Details CALI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,935
Closed -$300K – 168
2024
Q3 		$300K Buy
+5,935
New +$300K 0.21% 75