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BlackRock Enhanced Dividend Achievers Tr shares owned by Sontag Advisory

Quarter-by-quarter ownership of BlackRock Enhanced Dividend Achievers Tr (BDJ) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in BlackRock Enhanced Dividend Achievers Tr

Tip: Access up to 7 years of quarterly data

All positions including BlackRock Enhanced Dividend Achievers Tr 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 Dividend Achievers Tr by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $422k 49k 8.65
2024-06-30 $399k 49k 8.17
2024-03-31 $403k 49k 8.25
2023-12-31 $375k 49k 7.69
2023-09-30 $371k 49k 7.61
2023-06-30 $407k 49k 8.34
2023-03-31 $419k 49k 8.59
2022-12-31 $440k 49k 9.01
2022-09-30 $396k 49k 8.12
2022-06-30 $431k 49k 8.83
2021-09-30 $478k 49k 9.80

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)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core Total Usd (IUSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Extend Mkt Etf (VXF)

View all positions for Sontag Advisory

Top funds holding BlackRock Enhanced Dividend Achievers Tr

Morgan Stanley
Wells Fargo & Company
Invesco
Raymond James & Associates
Guggenheim Capital, LLC Managers
LPL Financial
Raymond James Financial Services Advisors
CNH Partners
Advisors Asset Management
Stifel Financial
Royal Bank of Canada
Allspring Global Investments Holdings
Bank of America Corporation
Karpus Investment Management
Cook Wealth Management Group

View all funds holding BlackRock Enhanced Dividend Achievers Tr