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Blackrock Capital Allocation Trust shares owned by Nelson, Van Denburg & Campbell Wealth Management

Quarter-by-quarter ownership of Blackrock Capital Allocation Trust (BCAT) shares owned by Nelson, Van Denburg & Campbell Wealth Management from 13F filings

Historical chart of Nelson, Van Denburg & Campbell Wealth Management investment in Blackrock Capital Allocation Trust

Tip: Access up to 7 years of quarterly data

All positions including Blackrock Capital Allocation Trust held by Nelson, Van Denburg & Campbell Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackrock Capital Allocation Trust by Nelson, Van Denburg & Campbell Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 68k 16.66

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Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Growth Etf Etf (VUG)
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE)
Vanguard Mid Cap Growth Etf Etf (VOT)
Ishares S&p 500 Index Etf (IVV)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Jpmorgan Active Value Etf Etf (JAVA)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Vanguard S&p 500 Etf Etf (VOO)
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Spdr Ser Tr Dj Wilshire Small Cap Value Etf Etf (SLYV)
Microsoft Stock (MSFT)
Schwab Us Large Cap Growth Etf Etf (SCHG)
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)

View all positions for Nelson, Van Denburg & Campbell Wealth Management

Top funds holding Blackrock Capital Allocation Trust

Saba Capital Management
Morgan Stanley
Rivernorth Capital Management
Pathstone Holdings
UBS Group
Bank of America Corporation
Cohen & Steers Capital Management
Sit Investment Associates
Raymond James & Associates
Stifel Financial
Rockefeller Capital Management
Wells Fargo & Company
Commonwealth Equity Services
Advisors Asset Management
D. E. Shaw & Co

View all funds holding Blackrock Capital Allocation Trust