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Blackrock Multi-sector Incom other shares owned by Primoris Wealth Advisors

Quarter-by-quarter ownership of Blackrock Multi-sector Incom other (BIT) shares owned by Primoris Wealth Advisors from 13F filings

Historical chart of Primoris Wealth Advisors investment in Blackrock Multi-sector Incom other

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All positions including Blackrock Multi-sector Incom other held by Primoris Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackrock Multi-sector Incom other by Primoris Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $330k 21k 15.88
2023-12-31 $334k 22k 15.00
2023-09-30 $174k 12k 14.47

More positions owned by Primoris Wealth Advisors

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Meta Platforms Cl A (META)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Rus 2000 Grw Etf (IWO)
Lockheed Martin Corporation (LMT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Lam Research Corporation (LRCX)
Clorox Company (CLX)
Ishares Tr Msci India Sm Cp (SMIN)
Microsoft Corporation (MSFT)
Boeing Company (BA)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Primoris Wealth Advisors

Top funds holding Blackrock Multi-sector Incom other

Morgan Stanley
Ameriprise Financial
LPL Financial
UBS Group
Cyndeo Wealth Partners
Bank of America Corporation
Foundations Investment Advisors
Royal Bank of Canada
Cohen & Steers Capital Management
Raymond James & Associates
Mesirow Financial Investment Management International Equity
Envestnet Asset Management
Thrivent Financial for Lutherans
Cambridge Investment Research Advisors
E&G Advisors

View all funds holding Blackrock Multi-sector Incom other