Number of Shares
100,632.00
Current Holdings Value*
$2.05 Mil
% of Portfolio
1.38%
Total Estimate Gain
$27,702.57
% of Total Estimate Gain
1.35%

BlackDiamond Wealth Management, LLC's Palmer Square Credit Opportunities ETF Holding Summary

As of 2025-03-31, BlackDiamond Wealth Management, LLC held 100,632.00 shares of Palmer Square Credit Opportunities ETF(PSQO), totaling $2.05 Mil. This investment constitutes 1.38% of their stock portfolio, and BlackDiamond Wealth Management, LLC now holds 4.79% of the outstanding Palmer Square Credit Opportunities ETF(PSQO) stock.

The initial trade took place in 2024Q3. And since then BlackDiamond Wealth Management, LLC has made 2 purchases of PSQO, at an average price of $20.28, for a total of 101,476.00 shares. In addition, there have been 1 sales at an average price of $20.25 for 844.00 shares. Based on historical transaction data and PSQO's current price of $20.56, BlackDiamond Wealth Management, LLC's estimated gain on his PSQO holdings is $27,702.57, reflecting a 1.35% gain to date.

BlackDiamond Wealth Management, LLC PSQO ($20.56) Holding Chart

BlackDiamond Wealth Management, LLC PSQO ($20.56) 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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