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BlackRock Floating Rate Income Trust shares owned by AE Wealth Management

Quarter-by-quarter ownership of BlackRock Floating Rate Income Trust (BGT) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in BlackRock Floating Rate Income Trust

Tip: Access up to 7 years of quarterly data

All positions including BlackRock Floating Rate Income Trust held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BlackRock Floating Rate Income Trust by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $185k 15k 12.17
2023-06-30 $2.9M 252k 11.66
2023-03-31 $1.8M 164k 11.21

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View all positions for AE Wealth Management

Top funds holding BlackRock Floating Rate Income Trust

Guggenheim Capital, LLC Managers
UBS Group
Advisors Asset Management
Dean Investment Associates
Baird Financial
JNB Advisors
ICA Group Wealth Management
Bank of America Corporation
Melfa Wealth Management
City of London Investment Management Company
Waterfront Wealth
Advisor Group Holdings
ProVise Management Group
Wells Fargo & Company
Significant Wealth Partners

View all funds holding BlackRock Floating Rate Income Trust