Number of Shares
488,693.00
Current Holdings Value*
$25.30 Mil
% of Portfolio
1.72%
Total Estimate Gain
$-19,547.72
% of Total Estimate Gain
-0.08%

Advocacy Wealth Management Services, LLC's BlackRock AAA CLO ETF Holding Summary

As of 2025-03-31, Advocacy Wealth Management Services, LLC held 488,693.00 shares of BlackRock AAA CLO ETF(CLOA), totaling $25.30 Mil. This investment constitutes 1.72% of their stock portfolio, and Advocacy Wealth Management Services, LLC now holds 3.15% of the outstanding BlackRock AAA CLO ETF(CLOA) stock.

The initial trade took place in 2025Q1. And since then Advocacy Wealth Management Services, LLC has made 1 purchases of CLOA, at an average price of $51.83, for a total of 488,693.00 shares. Based on historical transaction data and CLOA's current price of $51.79, Advocacy Wealth Management Services, LLC's estimated gain on his CLOA holdings is $-19,547.72, reflecting a -0.08% gain to date.

Advocacy Wealth Management Services, LLC CLOA ($51.79) Holding Chart

Advocacy Wealth Management Services, LLC 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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