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Blackrock Capital Allocation Trust shares owned by Keebeck Wealth Management

Quarter-by-quarter ownership of Blackrock Capital Allocation Trust (BCAT) shares owned by Keebeck Wealth Management from 13F filings

Historical chart of Keebeck Wealth Management investment in Blackrock Capital Allocation Trust

Tip: Access up to 7 years of quarterly data

All positions including Blackrock Capital Allocation Trust held by Keebeck Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackrock Capital Allocation Trust by Keebeck Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $6.0M 367k 16.41
2024-03-31 $6.1M 366k 16.66

More positions owned by Keebeck Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr S&p 500 Grwt Etf (IVW)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr U.s. Tech Etf (IYW)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Keebeck Wealth Management

Top funds holding Blackrock Capital Allocation Trust

Saba Capital Management
Morgan Stanley
Rivernorth Capital Management
Pathstone Holdings
Invesco
Bank of America Corporation
Cohen & Steers Capital Management
Atlas Wealth
Stifel Financial
Rockefeller Capital Management
Wells Fargo & Company
Keebeck Wealth Management
Alpine Partners VI
Thomas J. Herzfeld Advisors
Commonwealth Equity Services

View all funds holding Blackrock Capital Allocation Trust