Adams Wealth Management CLOA Holdings History
Adams Wealth Management's BlackRock AAA CLO ETF Holding Summary
As of 2025-03-31, Adams Wealth Management held 322,807.00 shares of BlackRock AAA CLO ETF(CLOA), totaling $16.71 Mil. This investment constitutes 3.28% of their stock portfolio, and Adams Wealth Management now holds 2.08% of the outstanding BlackRock AAA CLO ETF(CLOA) stock.
The initial trade took place in 2023Q1. And since then Adams Wealth Management has made 8 purchases of CLOA, at an average price of $51.20, for a total of 327,409.00 shares. In addition, there have been 1 sales at an average price of $51.06 for 4,602.00 shares. Based on historical transaction data and CLOA's current price of $51.79, Adams Wealth Management's estimated gain on his CLOA holdings is $189,118.33, reflecting a 1.13% gain to date.
Adams Wealth Management CLOA ($51.79) Holding Chart
Adams Wealth Management CLOA ($51.79) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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