RWM
OTF

Ritholtz Wealth Management’s Blue Owl Technology Finance Corp OTF Stock Holding History

Ritholtz Wealth Management’s Portfolio OTF Stock Details OTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-27,159
Closed -$375K – 1183
2025
Q3 		$375K Buy
+27,159
New +$407K 0.01% 764

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