Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

BlackRock Ltd. Duration Income Trust shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of BlackRock Ltd. Duration Income Trust (BLW) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in BlackRock Ltd. Duration Income Trust

Tip: Access up to 7 years of quarterly data

All positions including BlackRock Ltd. Duration Income Trust held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BlackRock Ltd. Duration Income Trust by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $218k 15k 14.13
2024-09-30 $223k 15k 14.48

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American Centy Etf Tr Us Eqt Etf (AVUS)
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
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NVIDIA Corporation (NVDA)
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Visa Com Cl A (V)
Amazon (AMZN)
Applovin Corp Com Cl A (APP)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding BlackRock Ltd. Duration Income Trust

Morgan Stanley
Wells Fargo & Company
Guggenheim Capital, LLC Managers
UBS Group
Cohen & Steers Capital Management
Invesco
Raymond James Financial
Blue Zone Wealth Advisors
Bank of America Corporation
Principal Securities
Raymond James Financial Services Advisors
Leucadia National Corporation
Capital Investment Advisors
Royal Bank of Canada
GraniteShares Advisors

View all funds holding BlackRock Ltd. Duration Income Trust