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Blackrock Etf Trust shares owned by Patriot Financial Group Insurance Agency

Quarter-by-quarter ownership of Blackrock Etf Trust (BALI) shares owned by Patriot Financial Group Insurance Agency from 13F filings

Historical chart of Patriot Financial Group Insurance Agency investment in Blackrock Etf Trust

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All positions including Blackrock Etf Trust held by Patriot Financial Group Insurance Agency consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackrock Etf Trust by Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.7M 181k 31.74
2025-06-30 $5.2M 172k 30.11
2025-03-31 $4.7M 163k 28.79
2024-12-31 $3.9M 129k 30.25
2024-09-30 $2.7M 90k 30.37

More positions owned by Patriot Financial Group Insurance Agency

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Total Stk Mkt (VTI)
Oracle Corporation (ORCL)

View all positions for Patriot Financial Group Insurance Agency

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