Atria Wealth Solutions »

Blackrock California Mun. Income Trust shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Blackrock California Mun. Income Trust (BFZ) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Blackrock California Mun. Income Trust

Tip: Access up to 7 years of quarterly data

All positions including Blackrock California Mun. Income Trust held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Blackrock California Mun. Income Trust by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $577k 48k 12.15
2023-03-31 $455k 42k 10.82
2022-12-31 $455k 42k 10.82
2022-09-30 $171k 17k 10.30

More positions owned by Atria Wealth Solutions

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

Top funds holding Blackrock California Mun. Income Trust

Saba Capital Management
Guggenheim Capital, LLC Managers
Advisors Asset Management
Morgan Stanley
Wells Fargo & Company
Hennion & Walsh Asset Management
LPL Financial
Royal Bank of Canada
Robinson Capital Management
Allspring Global Investments Holdings
Trilogy Capital
Oder Investment Management
Rivernorth Capital Management
Hollencrest Securities
Melfa Wealth Management

View all funds holding Blackrock California Mun. Income Trust