Darwin Wealth Management, LLC CLOI Holdings History
Darwin Wealth Management, LLC's VanEck CLO ETF Holding Summary
As of 2024-09-30, Darwin Wealth Management, LLC held 192,287.00 shares of VanEck CLO ETF(CLOI), totaling $10.20 Mil. This investment constitutes 2.81% of their stock portfolio, and Darwin Wealth Management, LLC now holds 1.63% of the outstanding VanEck CLO ETF(CLOI) stock.
The initial trade took place in 2024Q2. And since then Darwin Wealth Management, LLC has made 1 purchases of CLOI, at an average price of $52.78, for a total of 193,803.00 shares. In addition, there have been 1 sales at an average price of $52.86 for 1,516.00 shares. Based on historical transaction data and CLOI's current price of $52.92, Darwin Wealth Management, LLC's estimated gain on his CLOI holdings is $27,041.46, reflecting a 0.26% gain to date.
Darwin Wealth Management, LLC CLOI ($52.92) Holding Chart
Darwin Wealth Management, LLC CLOI ($52.92) 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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