Selective Wealth Management, Inc. Black Rock Capital Allocation Trust Transaction History

Selective Wealth Management, Inc.

$239 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 21, 2022	BUY	$13.54 - $15.87 $29,016 - $34,009	2,143 New	2,143 $29,000

Others Institutions Holding BCAT

# of Institutions

89

Shares Held

40.5M

Call Options Held

0

Put Options Held

0

Saba Capital Management, L.P. New York, NY

16.3M
Shares

$258 Million
4.53% of portfolio
Morgan Stanley New York, NY

5.6M
Shares

$88.5 Million
0.01% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

4.71M
Shares

$74.3 Million
3.97% of portfolio
Pathstone Holdings, LLC Englewood, NJ

2.01M
Shares

$31.7 Million
0.15% of portfolio
Ubs Group Ag

1.52M
Shares

$24 Million
0.01% of portfolio

About BlackRock Capital Allocation Trust

Ticker BCAT
Exchange NYSE
Sector ETFs
Industry ETFs

More about BCAT

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