Atala Financial Inc BFZ Holdings History

Number of Shares
98,356.00
Current Holdings Value*
$1.08 Mil
% of Portfolio
0.79%
Total Estimate Gain
$-39,342.40
% of Total Estimate Gain
-3.56%

Atala Financial Inc's Blackrock CA Muni Income Tr Holding Summary

As of 2025-03-31, Atala Financial Inc held 98,356.00 shares of Blackrock CA Muni Income Tr(BFZ), totaling $1.08 Mil. This investment constitutes 0.79% of their stock portfolio, and Atala Financial Inc now holds 0.33% of the outstanding Blackrock CA Muni Income Tr(BFZ) stock.

The initial trade took place in 2025Q1. And since then Atala Financial Inc has made 1 purchases of BFZ, at an average price of $11.24, for a total of 98,356.00 shares. Based on historical transaction data and BFZ's current price of $10.84, Atala Financial Inc's estimated gain on his BFZ holdings is $-39,342.40, reflecting a -3.56% gain to date.

Atala Financial Inc BFZ ($10.84) Holding Chart

Atala Financial Inc BFZ ($10.84) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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