Ep Wealth Advisors, LLC Blackrock Credit Allocation Income Trust Transaction History
Ep Wealth Advisors, LLC
- $8.44 Billion
- Q1 2024
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 126,029 shares of BTZ stock, worth $1.36 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
126,029
Previous 133,142
5.34%
Holding current value
$1.36 Million
Previous $1.37 Million
1.97%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding BTZ
# of Institutions
147Shares Held
33.6MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN5.34MShares$57.5 Million1.31% of portfolio
-
Morgan Stanley New York, NY4.88MShares$52.5 Million0.0% of portfolio
-
Allspring Global Investments Holdings, LLC3.81MShares$41 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC3.16MShares$34 Million0.0% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.24MShares$13.4 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...