Williams Jones Wealth Management’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History

Williams Jones 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
2025 Q1	–	Sell	-15,825	Closed	-$154K	–	501
2024 Q4	$154K	Hold	15,825	–	–	﹤0.01%	477
2024 Q3	$170K	Buy	+15,825	New	+$165K	﹤0.01%	505

Other funds holding BTA

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Williams Jones Wealth Management's BTA Position: Q1 2025 in Review

Williams Jones Wealth Management sold out of BlackRock Long-Term Municipal Advantage Trust (BTA) in Q1 2025, closing a stake of 15,825 shares — an estimated $154K sold.

Williams Jones Wealth Management first reported a position in BTA in Q3 2024 and held it in 2 quarters. The position peaked at $170K in Q3 2024. 41 funds tracked by Wall St. Rank hold BTA as of Q1 2025.

Williams Jones Wealth Management reported no remaining BlackRock Long-Term Municipal Advantage Trust position as of Q1 2025 after selling out during the quarter.
Williams Jones Wealth Management sold 15,825 BlackRock Long-Term Municipal Advantage Trust shares in Q1 2025, an estimated $154K.
Williams Jones Wealth Management first reported a position in BlackRock Long-Term Municipal Advantage Trust in Q3 2024 and held it in 2 quarters.
Williams Jones Wealth Management's BlackRock Long-Term Municipal Advantage Trust position peaked at $170K in Q3 2024.
41 funds tracked by Wall St. Rank held BlackRock Long-Term Municipal Advantage Trust as of Q1 2025.

Based on Williams Jones Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.