A detailed history of Creative Planning transactions in Black Rock Energy & Resources Trust stock. As of the latest transaction made, Creative Planning holds 31,937 shares of BGR stock, worth $426,997. This represents 0.0% of its overall portfolio holdings.

Number of Shares
31,937
Previous 31,472 1.48%
Holding current value
$426,997
Previous $416,000 1.2%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$12.28 - $13.34 $5,710 - $6,203
465 Added 1.48%
31,937 $411,000
Q2 2024

Aug 15, 2024

BUY
$12.57 - $13.63 $395,603 - $428,963
31,472 New
31,472 $416,000

Others Institutions Holding BGR

About BlackRock Energy & Resources Trust


  • Ticker BGR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • BlackRock Energy and Resources Trust is a closed-ended equity mutual fund launched by BlackRock, Inc. The fund is co-managed by BlackRock Advisors, LLC and BlackRock International Limited. It invests in public equity markets across the globe, with an emphasis on the United States. The fund seeks to invest in stocks of companies operating in the ...
More about BGR
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