TPWA
BTA

TRUE Private Wealth Advisors’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History

TRUE Private Wealth Advisors’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
Q1 		– Sell
-1,313
Closed -$16K – 296
2020
Q4 		$16K Buy
1,313
+22
+2% +$270 ﹤0.01% 472
2020
Q3 		$15K Buy
1,291
+16
+1% +$197 ﹤0.01% 441
2020
Q2 		$15K Buy
1,275
+17
+1% +$190 ﹤0.01% 432
2020
Q1 		$14K Buy
1,258
+10
+0.8% +$125 ﹤0.01% 401
2019
Q4 		$15K Buy
+1,248
New +$15.9K ﹤0.01% 531
2019
Q3 		– Sell
-1,214
Closed -$15K – 284
2019
Q2 		$15K Buy
+1,214
New +$14.6K ﹤0.01% 491
2018
Q4 		– Sell
-1,166
Closed -$13.2K – 327
2018
Q3 		$13.2K Buy
+1,166
New +$13.2K ﹤0.01% 691

Other funds holding BTA

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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return