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Blackrock Etf Trust us eqt factor shares owned by Capital Planning Advisors

Quarter-by-quarter ownership of Blackrock Etf Trust us eqt factor (DYNF) shares owned by Capital Planning Advisors from 13F filings

Historical chart of Capital Planning Advisors investment in Blackrock Etf Trust us eqt factor

Tip: Access up to 7 years of quarterly data

All positions including Blackrock Etf Trust us eqt factor held by Capital Planning Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackrock Etf Trust us eqt factor by Capital Planning Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $24M 412k 59.20
2025-06-30 $23M 414k 54.46
2025-03-31 $20M 418k 48.76
2024-12-31 $22M 420k 51.25
2024-09-30 $17M 348k 49.47

More positions owned by Capital Planning Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
World Gold Tr Spdr Gld Minis (GLDM)
Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Microsoft Corporation (MSFT)
American Centy Etf Tr Intl Eqt Etf (AVDE)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Us Treas Bd Etf (GOVT)
NVIDIA Corporation (NVDA)

View all positions for Capital Planning Advisors

Top funds holding Blackrock Etf Trust us eqt factor

Envestnet Asset Management
LPL Financial
BlackRock
Jpmorgan Chase & Co
First Command Advisory Services
Morgan Stanley
Ameriprise Financial
Park Avenue Securities
Northwestern Mutual Wealth Management Company
CWM
Envestnet Portfolio Solutions
Mml Investors Services
Cetera Investment Advisers
Dynasty Wealth Management
Sagespring Wealth Partners

View all funds holding Blackrock Etf Trust us eqt factor