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BlackRock Ltd. Duration Income Trust shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of BlackRock Ltd. Duration Income Trust (BLW) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in BlackRock Ltd. Duration Income Trust

Tip: Access up to 7 years of quarterly data

All positions including BlackRock Ltd. Duration Income Trust held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BlackRock Ltd. Duration Income Trust by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $199k 14k 13.98
2023-09-30 $206k 16k 12.88
2023-06-30 $206k 16k 12.88
2023-03-31 $210k 16k 13.11
2022-12-31 $147k 11k 13.07
2022-09-30 $332k 27k 12.10
2022-03-31 $276k 19k 14.32

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Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Atria Wealth Solutions

Top funds holding BlackRock Ltd. Duration Income Trust

Wells Fargo & Company
Guggenheim Capital, LLC Managers
UBS Group
Blue Zone Wealth Advisors
Waterfront Wealth
Bank of America Corporation
Royal Bank of Canada
Capital Investment Advisors
Raymond James Financial Services Advisors
Arete Wealth Advisors
Principal Securities
Shaker Financial Services
GraniteShares Advisors
Fiera Capital Corporation
Baird Financial

View all funds holding BlackRock Ltd. Duration Income Trust