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BlackRock Floating Rate Income Trust shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of BlackRock Floating Rate Income Trust (BGT) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in BlackRock Floating Rate Income Trust

Tip: Access up to 7 years of quarterly data

All positions including BlackRock Floating Rate Income Trust held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BlackRock Floating Rate Income Trust by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $424k 33k 12.86
2024-09-30 $266k 21k 12.94
2024-06-30 $243k 19k 12.76
2024-03-31 $243k 19k 12.98
2023-12-31 $206k 17k 12.38

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Vanguard Index Fds Value Etf (VTV)
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Apple (AAPL)
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NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)
Pacer Fds Tr Us Cash Cows 100 (COWZ)

View all positions for H D Vest Advisory Services

Top funds holding BlackRock Floating Rate Income Trust

Guggenheim Capital, LLC Managers
Penserra Capital Management
Morgan Stanley
Ameriprise Financial
LPL Financial
UBS Group
Advisors Asset Management
Invesco
JNB Advisors
Baird Financial
Mml Investors Services
Melfa Wealth Management
Cohen & Steers Capital Management
Wells Fargo & Company
Bank of America Corporation

View all funds holding BlackRock Floating Rate Income Trust