MAI Wealth Advisors »

Blackrock Etf Trust shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Blackrock Etf Trust (BALI) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Blackrock Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Blackrock Etf Trust held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Blackrock Etf Trust by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.9k 216 31.72
2025-06-30 $6.4k 212 30.08
2025-03-31 $5.9k 205 28.84
2024-12-31 $6.1k 203 30.22

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Blackrock Etf Trust

Envestnet Asset Management
LPL Financial
Ameriprise Financial
EWG Elevate
Cetera Investment Advisers
Vestmark Advisory Solutions
Advisor Group Holdings
Morgan Stanley
Jpmorgan Chase & Co
Commonwealth Equity Services
Granite Bay Wealth Management
Northwestern Mutual Wealth Management Company
Assetmark
U.S. Capital Wealth Advisors
Envestnet Portfolio Solutions

View all funds holding Blackrock Etf Trust