Transform Wealth, LLC
- SEC CIK
- 0001682266
- Latest filing
- Apr 15, 2025
BTZ holding history
BlackRock Credit Allocation Income Trust in every 13F filed by Transform Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
BTZ overviewAll 13F holders of BTZFull Q1 2025 holdings
- Shares (Q1 2024)
- 0
- Sold out in Q1 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 0 | $0 | 0.0% | −85,700−100.0% | Sold out | Holders |
| Q4 2023 | 85,700 | $884.4K | 0.1% | −2,017−2.3% | Reduced | Holders |
| Q3 2023 | 87,717 | $849.1K | 0.1% | −87,683−50.0% | Reduced | Holders |
| Q2 2023 | 175,400 | $1.78M | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2023 | 175,400 | $1.80M | 0.2% | +146,100+498.6% | Added | Holders |
| Q4 2022 | 29,300 | $295.9K | <0.1% | +29,300 | New | Holders |