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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$570K Buy
11,118
+3,008
+37% +$154K 0.04% 292
2023
Q3
$416K Buy
+8,110
New +$416K 0.03% 349