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Blackrock Etf Trust shares owned by National Wealth Management Group

Quarter-by-quarter ownership of Blackrock Etf Trust (BALI) shares owned by National Wealth Management Group from 13F filings

Historical chart of National Wealth Management Group investment in Blackrock Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Blackrock Etf Trust by National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $239k 7.5k 31.68
2025-09-30 $223k 7.0k 31.74

More positions owned by National Wealth Management Group

T Rowe Price Etf Cap Appreciation (TCAF)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
T Rowe Price Etf Price Blue Chip (TCHP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Capital Group Equity Etf Tr Us Small And Mid (CGMM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPLG)
Apple (AAPL)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group New Geography SHS (CGNG)
Spdr Gold Tr Gold Shs (GLD)
Palantir Technologies Cl A (PLTR)

View all positions for National Wealth Management Group

Top funds holding Blackrock Etf Trust

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

View all funds holding Blackrock Etf Trust