BTA — BLACKROCK LONG-TERM MUN ADVA

Ownership history in Plan A Wealth LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Plan A Wealth LLC reported a position in BLACKROCK LONG-TERM MUN ADVA (BTA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.1% (2025 Q3)
Avg. % of fund
0.1%
First filed
2025 Q3
Last filed
2025 Q3
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 11,245 — — 0.10% $110K $9.34
% of Fund (quarterly)    BTA price (monthly, adj. close)

Other funds also holding BTA

As of 2025 Q4 — sorted by position size

ROBINSON CAPITAL MANAGEMENT, LLC 3Y 7Y 0.25% MELFA WEALTH MANAGEMENT, INC. 3Y 0.24% RIVERNORTH CAPITAL MANAGEMENT, LLC 3Y 7Y 0.2% Palogic Value Management, L.P. 3Y 0.15% SIT INVESTMENT ASSOCIATES INC 3Y 7Y 0.14% Arlington Capital Management, Inc. 3Y 7Y 0.11% Hennion & Walsh Asset Management, Inc. 3Y 0.08% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.07% River Street Advisors LLC 3Y 0.07% Tyche Wealth Partners LLC 0.06%
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