PAW
BTA

Plan A Wealth’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History

Plan A Wealth’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
2025
Q4 		– Sell
-11,245
Closed -$108K – 176
2025
Q3 		$108K Hold
11,245
– – 0.05% 162
2025
Q2 		$103K Hold
11,245
– – 0.06% 147
2025
Q1 		$109K Hold
11,245
– – 0.08% 115
2024
Q4 		$110K Buy
+11,245
New +$117K 0.1% 92

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GC
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HWAM
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UBS Group
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Raymond James Financial
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NWMP
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Royal Bank of Canada
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