WWA
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Wingate Wealth Advisors’s Blue Owl Capital OBDC Stock Holding History

Wingate Wealth Advisors’s Portfolio OBDC Stock Details OBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-330
Closed -$4.99K – 310
2024
Q4 		$4.99K Buy
+330
New +$4.99K ﹤0.01% 388