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Atria Wealth Solutions, Inc.

SEC CIK
0001927543
Latest filing
Jul 25, 2025

BFZ holding history

BlackRock California Municipal Income Trust in every 13F filed by Atria Wealth Solutions, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BFZ overviewAll 13F holders of BFZFull Q2 2025 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q3 2022
Holdings of BFZ by Atria Wealth Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−17,510−100.0%Sold outHolders
Q4 202417,510$196.1K<0.1%−30,000−63.1%ReducedHolders
Q3 202447,510$577.2K<0.1%+47,510NewHolders
Q1 20230$00.0%−42,103−100.0%Sold outHolders
Q4 202242,103$455.4K<0.1%+25,503+153.6%AddedHolders
Q3 202216,600$171.4K<0.1%+16,600NewHolders