Number of Shares
20,142.00
Current Holdings Value*
$1.04 Mil
% of Portfolio
0.92%
Total Estimate Gain
$142.06
% of Total Estimate Gain
0.01%

Elm3 Financial Group, LLC's BlackRock AAA CLO ETF Holding Summary

As of 2025-03-31, Elm3 Financial Group, LLC held 20,142.00 shares of BlackRock AAA CLO ETF(CLOA), totaling $1.04 Mil. This investment constitutes 0.92% of their stock portfolio, and Elm3 Financial Group, LLC now holds 0.13% of the outstanding BlackRock AAA CLO ETF(CLOA) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $51.83 for 14,206.00 shares. Based on historical transaction data and CLOA's current price of $51.82, Elm3 Financial Group, LLC's estimated gain on his CLOA holdings is $142.06, reflecting a 0.01% gain to date.

Elm3 Financial Group, LLC CLOA ($51.82) Holding Chart

Elm3 Financial Group, LLC 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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