We are live on ! Find out more
BTX

BlackRock Technology and Private Equity Term Trust

Name Holding Trade Value Shares
Change
Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$311K -$42.3K -5,495 -12%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$297K -$59.7K -7,760 -16%
Osaic Holdings
53
Osaic Holdings
Arizona
$262K +$38.2K +4,966 +16%
D.E. Shaw & Co
54
D.E. Shaw & Co
New York
$261K -$120K -15,614 -31%
HighTower Advisors
55
HighTower Advisors
Illinois
$257K +$9.65K +1,255 +4%
AWS
56
Atria Wealth Solutions
New York
$216K -$66.9K -8,700 -23%
VF
57
Virtu Financial
New York
$210K +$22.9K +2,981 +12%
CIA
58
Concurrent Investment Advisors
Florida
$197K +$204K +26,467 New
CW
59
CreativeOne Wealth
Kansas
$195K +$202K +26,212 New
SIC
60
Samalin Investment Counsel
New York
$185K +$102K +13,221 +114%
Wells Fargo
61
Wells Fargo
California
$184K -$108K -14,005 -36%
PVI
62
Pine Valley Investments
New Jersey
$172K -$179K -23,330 -50%
MWM
63
Modera Wealth Management
New Jersey
$163K +$5.64K +733 +3%
NPT
64
National Philanthropic Trust
Pennsylvania
$158K -$29.3K -3,810 -15%
IP
65
Ignite Planners
California
$155K -$5.83K -758 -4%
LFAS
66
Level Four Advisory Services
Texas
$152K +$562 +73 +0.4%
WCM
67
Winebrenner Capital Management
Kentucky
$149K +$154K +20,000 New
Mariner
68
Mariner
Kansas
$136K +$59.1K +7,679 +72%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$130K -$30K -3,903 -18%
PI
70
PFG Investments
New York
$129K -$18.7K -2,433 -12%
P
71
&Partners
Tennessee
$127K +$41.7K +5,425 +48%
VIPI
72
Vista Investment Partners II
Indiana
$121K +$125K +16,206 New
YCM
73
Yakira Capital Management
Connecticut
$119K +$123K +16,000 New
DWM
74
Dakota Wealth Management
Florida
$116K -$48.4K -6,286 -29%
BRWA
75
B. Riley Wealth Advisors
Florida
$113K -$103K -13,348 -47%