Goldstone Financial Group, LLC CLOA Holdings History
Goldstone Financial Group, LLC's BlackRock AAA CLO ETF Holding Summary
As of 2025-06-30, Goldstone Financial Group, LLC held 245,747.00 shares of BlackRock AAA CLO ETF(CLOA), totaling $12.73 Mil. This investment constitutes 1.68% of their stock portfolio, and Goldstone Financial Group, LLC now holds 1.39% of the outstanding BlackRock AAA CLO ETF(CLOA) stock.
The initial trade took place in 2025Q2. And since then Goldstone Financial Group, LLC has made 1 purchases of CLOA, at an average price of $51.66, for a total of 245,747.00 shares. Based on historical transaction data and CLOA's current price of $51.77, Goldstone Financial Group, LLC's estimated gain on his CLOA holdings is $25,803.44, reflecting a 0.20% gain to date.
Goldstone Financial Group, LLC CLOA ($51.77) Holding Chart
Goldstone Financial Group, LLC CLOA ($51.77) 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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