Wealth Preservation Advisors, LLC OBDC Holdings History
Number of Shares
197,035.00
Current Holdings Value*
$2.89 Mil
% of Portfolio
2.07%
Total Estimate Gain
$13,792.45
% of Total Estimate Gain
0.47%
Wealth Preservation Advisors, LLC's Blue Owl Capital Corp Holding Summary
As of 2025-03-31, Wealth Preservation Advisors, LLC held 197,035.00 shares of Blue Owl Capital Corp(OBDC), totaling $2.89 Mil. This investment constitutes 2.07% of their stock portfolio, and Wealth Preservation Advisors, LLC now holds 0.04% of the outstanding Blue Owl Capital Corp(OBDC) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and OBDC's current price of $15.09, Wealth Preservation Advisors, LLC's estimated gain on his OBDC holdings is $13,792.45, reflecting a 0.47% gain to date.
Wealth Preservation Advisors, LLC OBDC ($15.09) Holding Chart
Wealth Preservation Advisors, LLC OBDC ($15.09) 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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