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Blackrock Etf Trust Ii shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Blackrock Etf Trust Ii (CLOA) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Blackrock Etf Trust Ii

Tip: Access up to 7 years of quarterly data

All positions including Blackrock Etf Trust Ii held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackrock Etf Trust Ii by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $926k 18k 51.94

More positions owned by Heritage Wealth Management

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Xpel (XPEL)
Kla Corp Com New (KLAC)
Ishares Core Msci Emkt (IEMG)
Broadcom (AVGO)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Heritage Wealth Management

Top funds holding Blackrock Etf Trust Ii

Envestnet Asset Management
BlackRock
LPL Financial
Pallas Capital Advisors
Commonwealth Equity Services
CacheTech
Adams Wealth Management
Assetmark
Morgan Stanley
Brookstone Capital Management
Jpmorgan Chase & Co
Envestnet Portfolio Solutions
Proequities
Jane Street
Mml Investors Services

View all funds holding Blackrock Etf Trust Ii