9258 Wealth Management, LLC Blackrock Credit Allocation Income Trust Transaction History
9258 Wealth Management, LLC
- $641 Million
- Q2 2024
A detailed history of 9258 Wealth Management, LLC transactions in Blackrock Credit Allocation Income Trust stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 21,976 shares of BTZ stock, worth $236,901. This represents 0.04% of its overall portfolio holdings.
Number of Shares
21,976
Previous 21,476
2.33%
Holding current value
$236,901
Previous $229,000
2.62%
% of portfolio
0.04%
Previous 0.04%
Shares
14 transactions
Others Institutions Holding BTZ
# of Institutions
147Shares Held
33.2MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN5.15MShares$55.5 Million1.27% of portfolio
-
Morgan Stanley New York, NY4.83MShares$52.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC3.33MShares$35.9 Million0.0% of portfolio
-
Allspring Global Investments Holdings, LLC3.2MShares$34.5 Million0.06% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.27MShares$13.7 Million0.17% of portfolio
About BLACKROCK CREDIT ALLOCATION INCOME TRUST
- Ticker BTZ
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- BlackRock Credit Allocation Income Trust is a closed ended balanced mutual fund launched by BlackRock, Inc. The fund is co-managed by BlackRock Advisors, LLC and BlackRock (Singapore) Limited. It invests in the fixed income markets across the globe. For the fixed income portion of the portfolio, the fund primarily invests in securities with an a...