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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