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OTA Financial Group’s BlackRock Debt Strategies Fund DSU Stock Holding History

OTA Financial Group’s Portfolio DSU Stock Details DSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-33,221
Closed -$315K – 16
2023
Q1 		$315K Buy
+33,221
New +$320K 0.28% 37
2017
Q4 		– Sell
-17,876
Closed -$208K – 66
2017
Q3 		$208K Buy
+17,876
New +$207K 0.11% 54
2015
Q2 		$444K Buy
39,838
+11,628
+41% +$130K 0.31% 58
2015
Q1 		$315K Sell
28,210
-11,628
-29% -$130K 0.17% 53
2014
Q4 		$444K Buy
+39,838
New +$448K 0.31% 58
2014
Q1 		– Sell
-19,531
Closed -$233 – 70
2013
Q4 		$233 Buy
+19,531
New +$235K 0.15% 88

Other funds holding DSU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return