We are live on ! Find out more
BTX

BlackRock Technology and Private Equity Term Trust

Name Holding Trade Value Shares
Change
Change in
Stake
AGM
51
Alpine Global Management
New York
$316K +$284K +43,038 New
SA
52
Sanctuary Advisors
Indiana
$311K +$195K +29,560 +231%
AWS
53
Atria Wealth Solutions
New York
$309K +$142K +21,425 +104%
TSMHT
54
Thurston Springer Miller Herd & Titak
Indiana
$294K
CIA
55
Concurrent Investment Advisors
Florida
$259K -$15.4K -2,332 -6%
RWA
56
Redhawk Wealth Advisors
Minnesota
$256K +$231K +34,916 New
KPF
57
K2 Principal Fund
Ontario, Canada
$256K -$1.04K -157 -0.4%
MA
58
Mutual Advisors
Nebraska
$223K +$40.2K +6,075 +25%
RA
59
RFG Advisory
Alabama
$213K +$28.6K +4,331 +18%
Goldman Sachs
60
Goldman Sachs
New York
$205K +$184K +27,908 New
Harris Associates
61
Harris Associates
Illinois
$184K +$165K +25,000 New
MWM
62
Modera Wealth Management
New Jersey
$169K +$4.46K +674 +3%
DWM
63
Dakota Wealth Management
Florida
$166K -$4K -605 -3%
NPT
64
National Philanthropic Trust
Pennsylvania
$156K
KA
65
Kovack Advisors
Florida
$149K +$134K +20,309 New
CIBC World Market
66
CIBC World Market
Ontario, Canada
$147K +$132K +20,000 New
CW
67
CreativeOne Wealth
Kansas
$146K -$18.5K -2,806 -12%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$145K -$132K -19,906 -50%
PI
69
PFG Investments
New York
$131K -$5.02K -760 -4%
D.E. Shaw & Co
70
D.E. Shaw & Co
New York
$120K -$124K -18,733 -53%
P
71
&Partners
Tennessee
$115K
IAS
72
Insigneo Advisory Services
Florida
$111K
IP
73
Ignite Planners
California
$107K -$10.1K -1,535 -10%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$104K -$9.1K -1,377 -9%
Millennium Management
75
Millennium Management
New York
$102K +$91.9K +13,902 New