Cascade Wealth Advisors, Inc CLOA Holdings History
Cascade Wealth Advisors, Inc's BlackRock AAA CLO ETF Holding Summary
As of 2025-03-31, Cascade Wealth Advisors, Inc held 103,910.00 shares of BlackRock AAA CLO ETF(CLOA), totaling $5.34 Mil. This investment constitutes 3.69% of their stock portfolio, and Cascade Wealth Advisors, Inc now holds 0.67% of the outstanding BlackRock AAA CLO ETF(CLOA) stock.
The initial trade took place in 2025Q1. And since then Cascade Wealth Advisors, Inc has made 1 purchases of CLOA, at an average price of $51.83, for a total of 103,910.00 shares. Based on historical transaction data and CLOA's current price of $51.82, Cascade Wealth Advisors, Inc's estimated gain on his CLOA holdings is $-1,039.10, reflecting a -0.02% gain to date.
Cascade Wealth Advisors, Inc CLOA ($51.82) Holding Chart
Cascade Wealth Advisors, Inc CLOA ($51.82) 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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