A detailed history of Ep Wealth Advisors, LLC transactions in Blackrock Credit Allocation Income Trust stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 117,293 shares of BTZ stock, worth $1.24 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
117,293
Previous 119,422 1.78%
Holding current value
$1.24 Million
Previous $1.28 Million 3.44%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

SELL
$10.51 - $11.28 $22,375 - $24,015
-2,129 Reduced 1.78%
117,293 $1.32 Million
Q2 2024

Aug 19, 2024

SELL
$10.01 - $10.82 $66,136 - $71,487
-6,607 Reduced 5.24%
119,422 $1.28 Million
Q1 2024

May 14, 2024

SELL
$10.36 - $11.12 $73,690 - $79,096
-7,113 Reduced 5.34%
126,029 $1.35 Million
Q4 2023

Feb 28, 2024

SELL
$9.12 - $10.44 $47,788 - $54,705
-5,240 Reduced 3.79%
133,142 $1.37 Million
Q3 2023

Nov 22, 2023

BUY
$9.63 - $10.29 $1.24 Million - $1.32 Million
128,382 Added 1283.82%
138,382 $1.34 Million
Q2 2023

Aug 14, 2023

BUY
$9.97 - $10.49 $99,700 - $104,900
10,000 New
10,000 $101,000

Others Institutions Holding BTZ

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...
More about BTZ
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