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Triad Wealth Partners’s BlackRock Advantage Large Cap Income ETF BALI Stock Holding History

Triad Wealth Partners’s Portfolio BALI Stock Details BALI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.09M Buy
36,298
+19,344
+114% +$582K 0.22% 78
2025
Q1 		$488K Buy
16,954
+7,418
+78% +$214K 0.15% 107
2024
Q4 		$288K Buy
+9,536
New +$288K 0.1% 139