We are live on ! Find out more
BTX

BlackRock Technology and Private Equity Term Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
76
Bessemer Group
New Jersey
$58K +$66.1K +7,359 New
Barclays
77
Barclays
United Kingdom
$48K +$45.4K +5,055 New
PGAM
78
Princeton Global Asset Management
New Jersey
$43K +$1.47K +164 +3%
BlackRock
79
BlackRock
New York
$40K +$18 +2 +0%
AWM
80
Activest Wealth Management
Florida
$38K +$31.9K +3,551 +284%
GWM
81
Geneos Wealth Management
Colorado
$25K +$28.3K +3,150 New
S
82
SignatureFD
Georgia
$21K +$207 +23 +0.9%
CCM
83
Covington Capital Management
California
$21K +$24.2K +2,693 New
LC
84
Lindbrook Capital
California
$13K +$458 +51 +3%
AIM
85
Anchor Investment Management
South Carolina
$11.9K
IA
86
IFP Advisors
Florida
$10K
TCWA
87
Ten Capital Wealth Advisors
Washington
$10K
LWCFA
88
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$3K +$3.01K +335 New
SC
90
Stephens Consulting
Michigan
$1.99K +$2.25K +250 New
EW
91
Evoke Wealth
California
$1K
AWS
92
Atria Wealth Solutions
New York
-$571K -50,100 Closed
5L
93
55I LLC
Massachusetts
-$505K -44,341 Closed
SFS
94
Shaker Financial Services
Virginia
-$484K -42,500 Closed
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
-$256K -22,500 Closed
Lido Advisors
96
Lido Advisors
California
-$180K -15,836 Closed
Bank of New York Mellon
97
Bank of New York Mellon
New York
-$173K -15,114 Closed
MW
98
Marcum Wealth
Ohio
-$171K -15,000 Closed
HighTower Advisors
99
HighTower Advisors
Illinois
-$132K -11,612 Closed
IWC
100
Integrated Wealth Concepts
Massachusetts
-$130K -11,423 Closed