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BlackRock Enhanced Capital and Income shares owned by Great Valley Advisor Group

Quarter-by-quarter ownership of BlackRock Enhanced Capital and Income (CII) shares owned by Great Valley Advisor Group from 13F filings

Historical chart of Great Valley Advisor Group investment in BlackRock Enhanced Capital and Income

Tip: Access up to 7 years of quarterly data

All positions including BlackRock Enhanced Capital and Income held by Great Valley Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BlackRock Enhanced Capital and Income by Great Valley Advisor Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $312k 16k 19.49
2023-12-31 $304k 16k 19.00
2023-09-30 $298k 16k 18.65
2023-06-30 $285k 15k 18.51
2023-03-31 $186k 10k 17.93

More positions owned by Great Valley Advisor Group

Vanguard Scottsdale Fds Int-term Corp (VCIT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
American Centy Etf Tr Us Quality Grow (QGRO)
Amazon (AMZN)
Wisdomtree Tr Us Largecap Divd (DLN)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Acwi Etf (ACWI)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Great Valley Advisor Group

Top funds holding BlackRock Enhanced Capital and Income

Fort Pitt Capital
Morgan Stanley
Wells Fargo & Company
Raymond James & Associates
Bank of America Corporation
UBS Group
Royal Bank of Canada
LPL Financial
Advisor Group Holdings
Raymond James Financial Services Advisors
Shaker Financial Services
Principal Securities
Envestnet Asset Management
Guggenheim Capital, LLC Managers
Advisors Asset Management

View all funds holding BlackRock Enhanced Capital and Income