Number of Shares
435,635.00
Current Holdings Value*
$22.62 Mil
% of Portfolio
2.99%
Total Estimate Gain
$71,749.08
% of Total Estimate Gain
0.32%

INSPIRION WEALTH ADVISORS, LLC's BlackRock AAA CLO ETF Holding Summary

As of 2025-06-30, INSPIRION WEALTH ADVISORS, LLC held 435,635.00 shares of BlackRock AAA CLO ETF(CLOA), totaling $22.62 Mil. This investment constitutes 2.99% of their stock portfolio, and INSPIRION WEALTH ADVISORS, LLC now holds 2.46% of the outstanding BlackRock AAA CLO ETF(CLOA) stock.

The initial trade took place in 2025Q2. And since then INSPIRION WEALTH ADVISORS, LLC has made 1 purchases of CLOA, at an average price of $51.66, for a total of 435,635.00 shares. Based on historical transaction data and CLOA's current price of $51.82, INSPIRION WEALTH ADVISORS, LLC's estimated gain on his CLOA holdings is $71,749.08, reflecting a 0.32% gain to date.

INSPIRION WEALTH ADVISORS, LLC CLOA ($51.82) Holding Chart

INSPIRION WEALTH ADVISORS, 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 %

Top Ranked Articles

  • 1