WJ Wealth Management, LLC CLOA Holdings History
WJ Wealth Management, LLC's BlackRock AAA CLO ETF Holding Summary
As of 2025-03-31, WJ Wealth Management, LLC held 384,983.00 shares of BlackRock AAA CLO ETF(CLOA), totaling $19.93 Mil. This investment constitutes 7.05% of their stock portfolio, and WJ Wealth Management, LLC now holds 2.53% of the outstanding BlackRock AAA CLO ETF(CLOA) stock.
The initial trade took place in 2024Q4. And since then WJ Wealth Management, LLC has made 2 purchases of CLOA, at an average price of $51.83, for a total of 384,983.00 shares. Based on historical transaction data and CLOA's current price of $51.82, WJ Wealth Management, LLC's estimated gain on his CLOA holdings is $-2,766.72, reflecting a -0.01% gain to date.
WJ Wealth Management, LLC CLOA ($51.82) Holding Chart
WJ Wealth Management, 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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