Cedar Wealth Management, LLC ICLO Holdings History
Cedar Wealth Management, LLC's Invesco AAA CLO Floating Rate Note ETF Holding Summary
As of 2025-03-31, Cedar Wealth Management, LLC held 47,163.00 shares of Invesco AAA CLO Floating Rate Note ETF(ICLO), totaling $1.20 Mil. This investment constitutes 0.43% of their stock portfolio, and Cedar Wealth Management, LLC now holds 0.39% of the outstanding Invesco AAA CLO Floating Rate Note ETF(ICLO) stock.
The initial trade took place in 2025Q1. And since then Cedar Wealth Management, LLC has made 1 purchases of ICLO, at an average price of $25.62, for a total of 47,163.00 shares. Based on historical transaction data and ICLO's current price of $25.65, Cedar Wealth Management, LLC's estimated gain on his ICLO holdings is $1,372.44, reflecting a 0.11% gain to date.
Cedar Wealth Management, LLC ICLO ($25.65) Holding Chart
Cedar Wealth Management, LLC ICLO ($25.65) 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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