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FWM
BTA
Fairhaven Wealth Management’s
BlackRock Long-Term Municipal Advantage Trust
BTA
Stock Holding History
Fairhaven Wealth Management’s Portfolio
BTA Stock Details
BTA Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
$184K
Hold
18,899
–
–
0.06%
110
2024
Q3
$203K
Hold
18,899
–
–
0.06%
117
2024
Q2
$191K
Hold
18,899
–
–
0.06%
112
2024
Q1
$189K
Hold
18,899
–
–
0.06%
117
2023
Q4
$193K
Hold
18,899
–
–
0.07%
104
2023
Q3
$170K
Hold
18,899
–
–
0.07%
103
2023
Q2
$183K
Buy
+18,899
New
+$185K
0.07%
109
2022
Q4
$178K
Hold
18,899
–
–
0.08%
103
2022
Q3
$186K
Hold
18,899
–
–
0.08%
100
2022
Q2
$209K
Buy
18,899
+6,185
+49%
+$67.2K
0.1%
99
2022
Q1
$149K
Hold
12,714
–
–
0.06%
118
2021
Q4
$191K
Hold
12,714
–
–
0.07%
114
2021
Q3
$172K
Hold
12,714
–
–
0.07%
113
2021
Q2
$173K
Hold
12,714
–
–
0.07%
114
2021
Q1
$161K
Hold
12,714
–
–
0.07%
110
2020
Q4
$162K
Hold
12,714
–
–
0.07%
110
2020
Q3
$150K
Hold
12,714
–
–
0.09%
94
2020
Q2
$151K
Buy
+12,714
New
+$142K
0.1%
92
Other funds holding BTA
GC
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$12.6B AUM
27.3%
1-Year Est. Return
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$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
HWAM
Hennion & Walsh Asset Management
Parsippany, New Jersey
$3.5B AUM
41.95%
1-Year Est. Return
SIA
Sit Investment Associates
Minneapolis, Minnesota
$4.93B AUM
12.22%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
VanEck Associates
New York
$133B AUM
72.99%
1-Year Est. Return
NA
NewEdge Advisors
New Orleans, Louisiana
$27.7B AUM
22.98%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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