LGT Financial Advisors’s BlackRock Advantage Large Cap Income ETF BALI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$101K Buy
3,361
+1,438
+75% +$43.3K 0.26% 69
2025
Q1
$55.4K Sell
1,923
-43
-2% -$1.24K 0.17% 95
2024
Q4
$59.5K Buy
+1,966
New +$59.5K 0.13% 134