PGWM
BTA

Parisi Gray Wealth Management’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History

Parisi Gray 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
2021
Q3 		– Sell
-881
Closed -$12K – 188
2021
Q2 		$12K Buy
+881
New +$11.7K ﹤0.01% 423
2019
Q2 		– Sell
-867
Closed -$11K – 157
2019
Q1 		$11K Hold
867
– – 0.01% 370
2018
Q4 		$9K Hold
867
– – 0.01% 402
2018
Q3 		$10K Hold
867
– – 0.01% 403
2018
Q2 		$10K Hold
867
– – 0.01% 410
2018
Q1 		$10K Hold
867
– – 0.01% 433
2017
Q4 		$10K Buy
+867
New +$10.5K 0.01% 446

Other funds holding BTA

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HWAM
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GC
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Invesco
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AMC
Asset Management Corp Northbrook, Illinois $128M AUM 6.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return