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Private Wealth Partners’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Private Wealth Partners’s Portfolio CLOA Stock Details CLOA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,000
Closed -$310K – 165
2024
Q1 		$310K Sell
6,000
-5,000
-45% -$259K 0.02% 134
2023
Q4 		$564K Buy
+11,000
New +$564K 0.05% 105