Copia Wealth Management CLOZ Holdings History
Copia Wealth Management's Eldridge BBB-B CLO ETF Holding Summary
As of 2025-03-31, Copia Wealth Management held 29,309.00 shares of Eldridge BBB-B CLO ETF(CLOZ), totaling $778,740.00. This investment constitutes 0.72% of their stock portfolio, and Copia Wealth Management now holds 0.12% of the outstanding Eldridge BBB-B CLO ETF(CLOZ) stock.
The initial trade took place in 2025Q1. And since then Copia Wealth Management has made 1 purchases of CLOZ, at an average price of $26.97, for a total of 29,309.00 shares. Based on historical transaction data and CLOZ's current price of $26.70, Copia Wealth Management's estimated gain on his CLOZ holdings is $-8,059.97, reflecting a -1.02% gain to date.
Copia Wealth Management CLOZ ($26.70) Holding Chart
Copia Wealth Management CLOZ ($26.70) 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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