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BlackRock shares owned by Beaird Harris Wealth Management

Quarter-by-quarter ownership of BlackRock (BLK) shares owned by Beaird Harris Wealth Management from 13F filings

Historical chart of Beaird Harris Wealth Management investment in BlackRock

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All positions including BlackRock held by Beaird Harris Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BlackRock by Beaird Harris Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $97k 116 833.71
2023-12-31 $13k 16 811.81
2023-09-30 $10k 16 646.50
2022-12-31 $18k 26 708.62

More positions owned by Beaird Harris Wealth Management

Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Beaird Harris Wealth Management

Top funds holding BlackRock

Vanguard Group
BlackRock
Bank of America Corporation
Morgan Stanley
Charles Schwab Investment Management
Geode Capital Management
Wells Fargo & Company
FMR
Jpmorgan Chase & Co
Fisher Investments
Wellington Management Company
Ameriprise Financial
Northern Trust
Legal & General Group
Massachusetts Financial Services

View all funds holding BlackRock