Advocacy Wealth Management Services, LLC CLOA Holdings History
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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