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Blackrock Util & Infrastrctu shares owned by A. Montag and Associates

Quarter-by-quarter ownership of Blackrock Util & Infrastrctu (BUI) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in Blackrock Util & Infrastrctu

Tip: Access up to 7 years of quarterly data

All positions including Blackrock Util & Infrastrctu held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackrock Util & Infrastrctu by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $55k 2.2k 24.83

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Coca-Cola Company (KO)
Amazon (AMZN)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Home Depot (HD)
Eli Lilly & Co. (LLY)
Fiserv (FI)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for A. Montag and Associates

Top funds holding Blackrock Util & Infrastrctu

Morgan Stanley
Bank of America Corporation
Invesco
Cornerstone Advisors
Raymond James Financial Services Advisors
Oakmont Partners
Advisor Group Holdings
Royal Bank of Canada
Commonwealth Equity Services
Raymond James & Associates
Principal Securities
Prairie Wealth Advisors
LPL Financial
Wells Fargo & Company
Kestra Advisory Services

View all funds holding Blackrock Util & Infrastrctu