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McGlone Suttner Wealth Management’s BlackRock Future Health ETF BMED Stock Holding History

McGlone Suttner Wealth Management’s Portfolio BMED Stock Details BMED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-100
Closed -$2.45K – 238
2023
Q4 		$2.45K Buy
+100
New +$2.24K ﹤0.01% 658

Other funds holding BMED

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

McGlone Suttner Wealth Management's BMED Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of BlackRock Future Health ETF (BMED) in Q1 2024, closing a stake of 100 shares — an estimated $2.45K sold.

McGlone Suttner Wealth Management first reported a position in BMED in Q4 2023 and held it in 1 quarter. The position peaked at $2.45K in Q4 2023. 5 funds tracked by Wall St. Rank hold BMED as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining BlackRock Future Health ETF position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 100 BlackRock Future Health ETF shares in Q1 2024, an estimated $2.45K.
  • McGlone Suttner Wealth Management first reported a position in BlackRock Future Health ETF in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's BlackRock Future Health ETF position peaked at $2.45K in Q4 2023.
  • 5 funds tracked by Wall St. Rank held BlackRock Future Health ETF as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.