Cresset Asset Management, LLC - BLACKROCK MUNIYIELD INVST FD ownership

Quarter-by-quarter ownership
Cresset Asset Management, LLC ownership history of BLACKROCK MUNIYIELD INVST FD
ValueSharesWeighting
Q2 2020$221,000
-44.1%
16,400
-44.6%
0.01%
-58.3%
Q1 2020$395,000
-5.3%
29,6000.0%0.01%
+9.1%
Q4 2019$417,000
-1.9%
29,6000.0%0.01%
-15.4%
Q3 2019$425,000
-3.0%
29,6000.0%0.01%
-7.1%
Q2 2019$438,000
+2.6%
29,6000.0%0.01%
-17.6%
Q1 2019$427,000
+14.2%
29,6000.0%0.02%
-22.7%
Q4 2018$374,00029,6000.02%
Other shareholders
BLACKROCK MUNIYIELD INVST FD shareholders Q3 2023
NameSharesValueWeighting ↓
Wakefield Asset Management LLLP 62,974$880,0000.37%
Ranch Capital Advisors Inc. 28,155$393,0000.28%
Ackerman Capital Advisors, LLC 32,500$454,0000.12%
Successful Portfolios LLC 10,712$150,0000.11%
Greytown Advisors Inc. 10,659$149,0000.10%
Mutual Advisors, LLC 64,950$908,0000.07%
Altus Wealth Group LLC 3,550$50,0000.05%
Insight Wealth Strategies, LLC 15,946$223,0000.04%
Newbridge Financial Services Group, Inc. 3,068$43,0000.04%
Accel Wealth Management 1,272$18,0000.02%
View complete list of BLACKROCK MUNIYIELD INVST FD shareholders