Copia Wealth Management CLOX Holdings History
Copia Wealth Management's Eldridge AAA CLO ETF Holding Summary
As of 2025-03-31, Copia Wealth Management held 25,942.00 shares of Eldridge AAA CLO ETF(CLOX), totaling $661,780.00. This investment constitutes 0.61% of their stock portfolio, and Copia Wealth Management now holds 0.49% of the outstanding Eldridge AAA CLO ETF(CLOX) stock.
The initial trade took place in 2025Q1. And since then Copia Wealth Management has made 1 purchases of CLOX, at an average price of $25.54, for a total of 25,942.00 shares. Based on historical transaction data and CLOX's current price of $25.50, Copia Wealth Management's estimated gain on his CLOX holdings is $-1,037.68, reflecting a -0.16% gain to date.
Copia Wealth Management CLOX ($25.50) Holding Chart
Copia Wealth Management CLOX ($25.50) 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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