Cedar Wealth Management, LLC CLOZ Holdings History
Number of Shares
88,858.00
Current Holdings Value*
$2.36 Mil
% of Portfolio
0.84%
Total Estimate Gain
$-16,883.02
% of Total Estimate Gain
-0.70%
Cedar Wealth Management, LLC's Eldridge BBB-B CLO ETF Holding Summary
As of 2025-03-31, Cedar Wealth Management, LLC held 88,858.00 shares of Eldridge BBB-B CLO ETF(CLOZ), totaling $2.36 Mil. This investment constitutes 0.84% of their stock portfolio, and Cedar Wealth Management, LLC now holds 0.36% of the outstanding Eldridge BBB-B CLO ETF(CLOZ) stock.
The initial trade took place in 2025Q1. And since then Cedar Wealth Management, LLC has made 1 purchases of CLOZ, at an average price of $26.97, for a total of 88,858.00 shares. Based on historical transaction data and CLOZ's current price of $26.78, Cedar Wealth Management, LLC's estimated gain on his CLOZ holdings is $-16,883.02, reflecting a -0.70% gain to date.
Cedar Wealth Management, LLC CLOZ ($26.78) Holding Chart
Cedar Wealth Management, LLC CLOZ ($26.78) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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