Blue Zone Wealth Advisors, LLC Blackrock LTD Duration Income Trust Transaction History
Blue Zone Wealth Advisors, LLC
- $273 Million
- Q2 2024
A detailed history of Blue Zone Wealth Advisors, LLC transactions in Blackrock LTD Duration Income Trust stock. As of the latest transaction made, Blue Zone Wealth Advisors, LLC holds 325,373 shares of BLW stock, worth $4.73 Million. This represents 1.66% of its overall portfolio holdings.
Number of Shares
325,373
Previous 427,010
23.8%
Holding current value
$4.73 Million
Previous $5.99 Million
24.17%
% of portfolio
1.66%
Previous 2.2%
Shares
9 transactions
Others Institutions Holding BLW
# of Institutions
88Shares Held
11MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.68MShares$68 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA865KShares$12.6 Million0.0% of portfolio
-
Ubs Group Ag508KShares$7.39 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL409KShares$5.95 Million0.04% of portfolio
-
Cohen & Steers, Inc. New York, NY372KShares$5.41 Million0.01% of portfolio
About BLACKROCK Ltd DURATION INCOME TRUST
- Ticker BLW
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- BlackRock Limited Duration Income Trust is a close ended fixed income mutual fund launched by BlackRock, Inc. It is managed by BlackRock Advisors, LLC. The fund invests in fixed income securities of the United States. It invests in securities of companies operating across diversified sectors. The fund primarily invests in investment grade corpor...