Stratos Wealth Partners LTD. Grows Stock Holdings in iShares Advantage Large Cap Income ETF $BALI

Stratos Wealth Partners LTD. grew its holdings in iShares Advantage Large Cap Income ETF (BATS:BALI) by 86.0% during the 4th quarter, Holdings Channel reports. The fund owned 39,536 shares of the company’s stock after purchasing an additional 18,278 shares during the period. Stratos Wealth Partners LTD.’s holdings in iShares Advantage Large Cap Income ETF were worth $1,253,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also made changes to their positions in the business. SigFig Wealth Management LLC boosted its holdings in shares of iShares Advantage Large Cap Income ETF by 2.9% in the 4th quarter. SigFig Wealth Management LLC now owns 12,252 shares of the company’s stock valued at $388,000 after acquiring an additional 349 shares during the last quarter. Embree Financial Group boosted its holdings in shares of iShares Advantage Large Cap Income ETF by 5.0% in the 3rd quarter. Embree Financial Group now owns 7,442 shares of the company’s stock valued at $236,000 after acquiring an additional 356 shares during the last quarter. NewEdge Advisors LLC boosted its holdings in shares of iShares Advantage Large Cap Income ETF by 6.4% in the 1st quarter. NewEdge Advisors LLC now owns 6,533 shares of the company’s stock valued at $188,000 after acquiring an additional 394 shares during the last quarter. National Wealth Management Group LLC boosted its holdings in shares of iShares Advantage Large Cap Income ETF by 7.1% in the 4th quarter. National Wealth Management Group LLC now owns 7,533 shares of the company’s stock valued at $239,000 after acquiring an additional 499 shares during the last quarter. Finally, Detalus Advisors LLC boosted its holdings in shares of iShares Advantage Large Cap Income ETF by 4.6% in the 3rd quarter. Detalus Advisors LLC now owns 16,513 shares of the company’s stock valued at $524,000 after acquiring an additional 722 shares during the last quarter.

iShares Advantage Large Cap Income ETF Price Performance

BALI stock opened at $31.41 on Thursday. The firm’s fifty day simple moving average is $31.59 and its 200-day simple moving average is $31.67. The company has a market capitalization of $33.92 million, a P/E ratio of 23.77 and a beta of 0.85. iShares Advantage Large Cap Income ETF has a 12 month low of $25.30 and a 12 month high of $32.72.

About iShares Advantage Large Cap Income ETF

The BlackRock Advantage Large Cap Income ETF (BALI) is an exchange-traded fund that mostly invests in large cap equity. The fund is an actively managed ETF that holds a portfolio of US large-cap equity securities. The fund seeks to achieve its investment objective by utilizing proprietary return forecast models combined with quantitative analysis methods BALI was launched on Sep 26, 2023 and is issued by BlackRock.