Stock TransactionsBLACKROCK CAP ALLOCATION TER

Total Bought
571,132
15 transactions
Total Sold
461,368
5 transactions
Net
+109,764
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
Karpus Management, Inc.12,150190,838+178,6880.010.09+0.08buy
Alpine Global Management, LLC151,000280,000+129,0000.490.80+0.31buy
Thomas J. Herzfeld Advisors, Inc.88,160203,640+115,4800.521.17+0.65buy
ABSOLUTE INVESTMENT ADVISERS, LLC104,769188,485+83,7160.240.46+0.22buy
COHEN & STEERS, INC.797,567842,567+45,0000.030.03+0.00buy
Fountainhead AM, LLC47,57052,475+4,9050.200.20+0.01buy
TRANSCEND CAPITAL ADVISORS, LLC60,77265,207+4,4350.080.08-0.00buy
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC100,663104,722+4,0590.360.35-0.00buy
JOURNEY STRATEGIC WEALTH LLC20,25023,750+3,5000.010.02+0.00buy
Camelot Portfolios, LLC23,50024,500+1,0000.380.23-0.16buy
Hilltop Holdings Inc.11,16711,667+5000.020.02+0.00buy
Amplius Wealth Advisors, LLC36,35236,798+4460.070.07-0.00buy
CALTON & ASSOCIATES, INC.25,31025,512+2020.210.21+0.00buy
Keebeck Wealth Management366,449366,581+1320.900.88-0.02buy
Catalina Capital Group, LLC11,77211,841+690.080.07-0.01buy
Claro Advisors LLC15,80215,765-370.050.04-0.01sell
Mathes Company, Inc.93,50091,000-2,5000.580.54-0.04sell
Consolidated Portfolio Review Corp85,86836,281-49,5870.380.14-0.24sell
RIVERNORTH CAPITAL MANAGEMENT, LLC4,770,0754,706,426-63,6493.843.65-0.19sell
SIT INVESTMENT ASSOCIATES INC675,085329,490-345,5950.260.12-0.13sell
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