Prevail Innovative Wealth Advisors, LLC Black Rock Capital Allocation Trust Transaction History

Prevail Innovative Wealth Advisors, LLC

  • $375 Billion
  • Q1 2025

A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Black Rock Capital Allocation Trust stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 111,173 shares of BCAT stock, worth $1.65 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
111,173
Previous 106,854 4.04%
Holding current value
$1.65 Million
Previous $1.62 Billion 1.11%
% of portfolio
0.43%
Previous 0.47%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$14.35 - $15.88 $61,977 - $68,585
4,319 Added 4.04%
111,173 $1.6 Billion
Q4 2024

Feb 12, 2025
SELL
$15.1 - $16.65 $116,330 - $128,271
-7,704 Reduced 6.72%
106,854 $1.62 Billion
Q3 2024

Nov 13, 2024
BUY
$15.81 - $17.0 $412,040 - $443,054
26,062 Added 29.45%
114,558 $1.88 Billion
Q2 2024

Aug 08, 2024
BUY
$15.27 - $16.91 $1.35 Million - $1.5 Million
88,496 New
88,496 $1.45 Billion

Others Institutions Holding BCAT

# of Institutions
103
Shares Held
30.5M
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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