Connectus Wealth, LLC
- SEC CIK
- 0001857493
- Latest filing
- May 14, 2024
BTZ holding history
BlackRock Credit Allocation Income Trust in every 13F filed by Connectus 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 2024 holdings
- Shares (Q1 2024)
- 82,500
- Value
- $881.9K
- % of portfolio
- <0.1%
- Quarters held
- 4
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 82,500 | $881.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 82,500 | $851.4K | <0.1% | +82,500 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −129,740−100.0% | Sold out | Holders |
| Q2 2023 | 129,740 | $1.32M | <0.1% | +129,740 | New | Holders |
| Q4 2022 | 0 | $0 | 0.0% | −139,300−100.0% | Sold out | Holders |
| Q3 2022 | 139,300 | $1.33M | <0.1% | +139,300 | New | Holders |