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BlackRock Floating Rate Income Strat. Fn shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of BlackRock Floating Rate Income Strat. Fn (FRA) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in BlackRock Floating Rate Income Strat. Fn

Tip: Access up to 7 years of quarterly data

All positions including BlackRock Floating Rate Income Strat. Fn held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BlackRock Floating Rate Income Strat. Fn by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $284k 21k 13.75
2024-09-30 $276k 21k 13.20
2022-12-31 $137k 12k 11.26

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Top funds holding BlackRock Floating Rate Income Strat. Fn

Guggenheim Capital, LLC Managers
Penserra Capital Management
Bank of America Corporation
LPL Financial
Invesco
Advisors Asset Management
Morgan Stanley
Advisor Group Holdings
Marathon Strategic Advisors
Ameriprise Financial
JNB Advisors
TT Capital Management
Branch Banking & Trust Company
Commonwealth Equity Services
UBS Group

View all funds holding BlackRock Floating Rate Income Strat. Fn