Ep Wealth Advisors, LLC Blackrock Credit Allocation Income Trust Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
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 79,470 shares of BTZ stock, worth $876,554. This represents 0.01% of its overall portfolio holdings.
Number of Shares
79,470
Previous 84,188
5.6%
Holding current value
$876,554
Previous $902,000
3.88%
% of portfolio
0.01%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding BTZ
# of Institutions
155Shares Held
33.8MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN5.77MShares$63.7 Million1.35% of portfolio
-
Morgan Stanley New York, NY5.35MShares$59 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC4.57MShares$50.4 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL1.74MShares$19.2 Million0.15% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.48MShares$16.4 Million0.01% 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...