Kingswood Wealth Advisors, LLC Black Rock Capital Allocation Trust Transaction History

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Black Rock Capital Allocation Trust stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 23,084 shares of BCAT stock, worth $328,485. This represents 0.02% of its overall portfolio holdings.

Number of Shares
23,084
Previous 26,401 12.56%
Holding current value
$328,485
Previous $400 Million 14.58%
% of portfolio
0.02%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$14.56 - $15.29 $48,295 - $50,716
-3,317 Reduced 12.56%
23,084 $341 Million
Q2 2025

Jul 23, 2025
SELL
$13.2 - $15.27 $44,154 - $51,078
-3,345 Reduced 11.25%
26,401 $400 Million
Q1 2025

Jul 25, 2025
BUY
$14.35 - $15.88 $48,000 - $53,118
3,345 Added 12.67%
29,746 $428 Million
Q1 2025

Apr 21, 2025
SELL
$14.35 - $15.88 $135,923 - $150,415
-9,472 Reduced 24.15%
29,746 $428 Million
Q4 2024

Jan 22, 2025
BUY
$15.1 - $16.65 $592,191 - $652,979
39,218 New
39,218 $594 Million

Others Institutions Holding BCAT

# of Institutions
104
Shares Held
20.5M
Call Options Held
0
Put Options Held
0
View Full List

About BlackRock Capital Allocation Trust

BCAT Quotes by TradingView
  • Ticker BCAT
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about BCAT
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