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Kelleher Financial Advisors’s BlackRock Debt Strategies Fund DSU Stock Holding History

Kelleher Financial Advisors’s Portfolio DSU Stock Details DSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$221K Buy
20,967
+498
+2% +$5.26K 0.08% 127
2025
Q1 		$213K Buy
+20,469
New +$213K 0.09% 119