Smith Asset Management Co., LLC BTZ Holdings History
Number of Shares
297,832.00
Current Holdings Value*
$3.19 Mil
% of Portfolio
3.01%
Total Estimate Gain
$28,789.78
% of Total Estimate Gain
0.87%
Smith Asset Management Co., LLC's Blackrock Credit Allocation Income Trust Holding Summary
As of 2025-03-31, Smith Asset Management Co., LLC held 297,832.00 shares of Blackrock Credit Allocation Income Trust(BTZ), totaling $3.19 Mil. This investment constitutes 3.01% of their stock portfolio, and Smith Asset Management Co., LLC now holds 0.32% of the outstanding Blackrock Credit Allocation Income Trust(BTZ) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and BTZ's current price of $10.98, Smith Asset Management Co., LLC's estimated gain on his BTZ holdings is $28,789.78, reflecting a 0.87% gain to date.
Smith Asset Management Co., LLC BTZ ($10.98) Holding Chart
Smith Asset Management Co., LLC BTZ ($10.98) 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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