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iShares Adaptive Large Cap ETF (BALI)
Market Closed
1 Sep, 20:00
BATS
All
(3)
CL
(2)
US
(1)
BATS
Primary
XSGO
XSGO
$
34.
34
-0.51
-1.4495%
$
1.36B
Market Cap
0.76%
Div Yield
3,489
Volume
$
34.84
Previous Close
Investors:
BZ
JD
AB
+43
Watching
Watch
Add Transaction
Day Range
34.27
34.44
Year Range
29.94
35.39
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Overview
Dividends
News
Historical Data
Investors
iShares Adaptive Large Cap ETF Investors
Name
Quantity
Cost
Value
Profit ($)
Gain (%)
Ryan J. Warner
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors
142,708
$4.67M
$4.87M
$198,899.52
4.26%
Jeffrey Steele
Silverlake Wealth Management LLC
7,814
$264,348
$271,614.64
$7,266.64
2.75%
Jill Batley
Gateway Wealth Partners LLC
8,174
$251,855
$278,896.88
$27,041.88
10.74%
Christopher C. Powers
Farther Finance Advisors, LLC
4,394
$148,649
$150,011.16
$1,362.16
0.92%
James Eric Maxwell
Maxwell Wealth Strategies Inc.
14,355
$434,239
$489,792.6
$55,553.6
12.79%
Envestnet Portfolio Solutions Inc.
Envestnet Portfolio Solutions, Inc.
568,583
$18.34M
$19.4M
$1.06M
5.78%
Courtney Haddad
Concurrent Investment Advisors, LLC
26,796
$825,585
$914,279.52
$88,694.52
10.74%
United Advisor Group LLC
United Advisor Group, LLC
105,576
$3.26M
$3.6M
$346,577.62
10.65%
LR
Lora Rommel
EHRLICH FINANCIAL GROUP
19,058
$617,244.58
$650,258.96
$33,014.38
5.35%
Chris Chatto
Encompass More Asset Management
13,779
$466,144
$470,139.48
$3,995.48
0.86%
JS
Jeremy Schletz
Edge Financial Advisors LLC
13,608
$431,086
$464,304.96
$33,218.96
7.71%
AIM
Advyzon Investment Management LLC
Advyzon Investment Management, LLC
9,503
$321,486
$334,315.54
$12,829.54
3.99%
TWP
Triad Wealth Partners LLC
Triad Wealth Partners, LLC
108,036
$3.4M
$3.78M
$382,907.37
11.28%
TCG
Transcendent Capital Group LLC
Transcendent Capital Group LLC
7,011
$216,011
$239,215.32
$23,204.32
10.74%
Cynthia Schlanger
Ashton Thomas Private Wealth, LLC
330
$10,167
$11,259.6
$1,092.6
10.75%
James J. Karabas
Embree Financial Group
36,783
$1.19M
$1.26M
$66,426.69
5.59%
Janice M. Powell
Diversify Advisory Services, LLC
247,864
$8.35M
$8.67M
$319,750.09
3.83%
Venkatram Krishnamurthy
V2 Financial group LLC
19,943
$674,668
$698,204.43
$23,536.43
3.49%
Kelly Financial Services LLC
Kelly Financial Services LLC
82,596
$2.56M
$2.82M
$257,543.56
10.06%
VC
Vernon Cushenbery
Two West Capital Advisors LLC
12,895
$434,448
$439,977.4
$5,529.4
1.27%
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