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

Prevail Innovative Wealth Advisors, LLC

$446 Billion
Q2 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 109,562 shares of BCAT stock, worth $1.67 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

109,562

Previous 111,173 1.45%

Holding current value

$1.67 Million

Previous $1.6 Billion 3.62%

% of portfolio

0.37%

Previous 0.43%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$13.2 - $15.27 $21,265 - $24,599	-1,611 Reduced 1.45%	109,562 $1.66 Billion
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

26.2M

Call Options Held

Put Options Held

View Full List

About BlackRock Capital Allocation Trust

Ticker BCAT
Exchange NYSE
Sector ETFs
Industry ETFs

More about BCAT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Prevail Innovative Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prevail Innovative Wealth Advisors, LLC with notifications on news.

Account

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