Soa Wealth Advisors, Llc. Blackrock Credit Allocation Income Trust Transaction History
Soa Wealth Advisors, Llc.
- $960 Million
- Q3 2025
A detailed history of Soa Wealth Advisors, Llc. transactions in Blackrock Credit Allocation Income Trust stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 12,803 shares of BTZ stock, worth $141,217. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,803
Previous 12,803
-0.0%
Holding current value
$141,217
Previous $139,000
1.44%
% of portfolio
0.01%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding BTZ
# of Institutions
156Shares Held
33.8MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN5.77MShares$63.7 Million1.35% of portfolio
-
Morgan Stanley New York, NY5.35MShares$59 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC4.57MShares$50.4 Million0.0% of portfolio
-
Guggenheim Capital LLC Chicago, IL1.74MShares$19.2 Million0.15% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.48MShares$16.4 Million0.01% 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...