iShares Adaptive Large Cap ETF (BALI)

Market Closed

17 Jul, 20:00

BATS

$

33. 72

-0.26

-0.7652%

493.33M Market Cap

0.76% Div Yield

172,500 Volume

$ 33.98

Previous Close

Investors:

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Day Range

33.62 33.88

Year Range

29.75 34.5

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iShares Adaptive Large Cap ETF Investors

Name	Quantity	Cost	Value	Profit ($)	Gain (%)
Courtney Haddad Concurrent Investment Advisors, LLC	26,796	$825,585	$912,403.8	$86,818.8	10.52%
United Advisor Group LLC United Advisor Group, LLC	94,811	$2.89M	$3.23M	$336,819.4	11.65%
LR Lora Rommel EHRLICH FINANCIAL GROUP	19,058	$617,244.58	$649,210.77	$31,966.19	5.18%
JS Jeremy Schletz Edge Financial Advisors LLC	13,608	$431,086	$462,603.96	$31,517.96	7.31%
TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC	87,434	$2.69M	$2.97M	$283,162.26	10.53%
TCG Transcendent Capital Group LLC Transcendent Capital Group LLC	7,011	$216,011	$238,233.78	$22,222.78	10.29%
Cynthia Schlanger Ashton Thomas Private Wealth, LLC	330	$10,167	$11,198.55	$1,031.55	10.15%
James J. Karabas Embree Financial Group	14,897	$448,197.49	$505,157.27	$56,959.78	12.71%
Kelly Financial Services LLC Kelly Financial Services LLC	82,596	$2.56M	$2.79M	$227,396.02	8.88%
DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC	169,903	$5.34M	$5.76M	$422,680.53	7.92%
Elizabeth Arce Sovran Advisors LLC	87,874	$2.78M	$2.98M	$194,939.08	7.01%
SK Samira Kadam Synergy Investment Management LLC	17,520	$553,226.93	$592,789.2	$39,562.27	7.15%
LIL LifeGoal Investments LLC LifeGoal Investments LLC	9,999	$338,272	$338,316.16	$44.16	0.01%
WBC William Bradley Clayton Sagespring Wealth Partners LLC	10,748	$331,146	$363,604.84	$32,458.84	9.8%
RFL Rossby Financial LLC Rossby Financial LLC	1,256	$38,173.3	$42,490.48	$4,317.18	11.31%
William F. Blake PMG Family Office LLC	19,262	$610,422.91	$654,522.76	$44,099.85	7.22%

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