LFAS
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Level Four Advisory Services’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Level Four Advisory Services’s Portfolio BTZ Stock Details BTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,119
Closed -$131K – 758
2024
Q3 		$131K Buy
+12,119
New +$132K 0.01% 742

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Level Four Advisory Services's BTZ Position: Q4 2024 in Review

Level Four Advisory Services sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q4 2024, closing a stake of 12,119 shares — an estimated $131K sold.

Level Four Advisory Services first reported a position in BTZ in Q3 2024 and held it in 1 quarter. The position peaked at $131K in Q3 2024. 155 funds tracked by Wall St. Rank hold BTZ as of Q4 2024.

  • Level Four Advisory Services reported no remaining BlackRock Credit Allocation Income Trust position as of Q4 2024 after selling out during the quarter.
  • Level Four Advisory Services sold 12,119 BlackRock Credit Allocation Income Trust shares in Q4 2024, an estimated $131K.
  • Level Four Advisory Services first reported a position in BlackRock Credit Allocation Income Trust in Q3 2024 and held it in 1 quarter.
  • Level Four Advisory Services's BlackRock Credit Allocation Income Trust position peaked at $131K in Q3 2024.
  • 155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q4 2024.

Based on Level Four Advisory Services's 13F filing for Q4 2024, filed 12 Feb 2025.