HERITAGE WEALTH MANAGEMENT, LLC CLOA Holdings History
HERITAGE WEALTH MANAGEMENT, LLC's BlackRock AAA CLO ETF Holding Summary
As of 2024-06-30, HERITAGE WEALTH MANAGEMENT, LLC held 17,829.00 shares of BlackRock AAA CLO ETF(CLOA), totaling $926,040.00. This investment constitutes 0.51% of their stock portfolio, and HERITAGE WEALTH MANAGEMENT, LLC now holds -% of the outstanding BlackRock AAA CLO ETF(CLOA) stock.
The initial trade took place in 2024Q2. And since then HERITAGE WEALTH MANAGEMENT, LLC has made 1 purchases of CLOA, at an average price of $51.76, for a total of 17,829.00 shares. Based on historical transaction data and CLOA's current price of $51.85, HERITAGE WEALTH MANAGEMENT, LLC's estimated gain on his CLOA holdings is $1,604.61, reflecting a 0.17% gain to date.
HERITAGE WEALTH MANAGEMENT, LLC CLOA ($51.85) Holding Chart
HERITAGE WEALTH MANAGEMENT, LLC CLOA ($51.85) 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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