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BlackRock Enhanced Capital and Income shares owned by Sontag Advisory

Quarter-by-quarter ownership of BlackRock Enhanced Capital and Income (CII) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in BlackRock Enhanced Capital and Income

Tip: Access up to 7 years of quarterly data

All positions including BlackRock Enhanced Capital and Income held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BlackRock Enhanced Capital and Income by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $328k 17k 19.00
2023-09-30 $322k 17k 18.65
2023-06-30 $319k 17k 18.51
2023-03-31 $309k 17k 17.93
2022-12-31 $295k 17k 17.12
2022-09-30 $284k 17k 16.46
2022-06-30 $303k 17k 17.57
2021-09-30 $348k 17k 20.17

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Sontag Advisory

Top funds holding BlackRock Enhanced Capital and Income

Fort Pitt Capital
Wells Fargo & Company
Raymond James & Associates
Bank of America Corporation
Royal Bank of Canada
UBS Group
Advisor Group Holdings
Principal Securities
Raymond James Financial Services Advisors
Guggenheim Capital, LLC Managers
Shaker Financial Services
Advisors Asset Management
Sunbelt Securities
U.S. Capital Wealth Advisors
Cambridge Investment Research Advisors

View all funds holding BlackRock Enhanced Capital and Income