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BlackRock Global Energy & Resources Trus shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of BlackRock Global Energy & Resources Trus (BGR) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in BlackRock Global Energy & Resources Trus

Tip: Access up to 7 years of quarterly data

All positions including BlackRock Global Energy & Resources Trus held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BlackRock Global Energy & Resources Trus by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 82k 12.45
2023-09-30 $1.1M 82k 13.11
2023-06-30 $988k 82k 12.04
2023-03-31 $986k 81k 12.16
2022-12-31 $1.0M 81k 12.53
2022-09-30 $1.1M 102k 11.04
2022-03-31 $768k 66k 11.59

More positions owned by Atria Wealth Solutions

Apple Put Option (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Atria Wealth Solutions

Top funds holding BlackRock Global Energy & Resources Trus

Allspring Global Investments Holdings
City of London Investment Management Company
Advisors Asset Management
Bank of America Corporation
Wells Fargo & Company
UBS Group
Raymond James Financial Services Advisors
Royal Bank of Canada
Branch Banking & Trust Company
Raymond James & Associates
D.A. Davidson & Co.
Wealth Enhancement Advisory Services
Atria Wealth Solutions
Guggenheim Capital, LLC Managers
Landscape Capital Management

View all funds holding BlackRock Global Energy & Resources Trus