Independence Asset Advisors, LLC CLOB Holdings History
Number of Shares
7,500.00
Current Holdings Value*
$379,640.00
% of Portfolio
1.23%
Total Estimate Gain
$-75.00
% of Total Estimate Gain
-0.02%
Independence Asset Advisors, LLC's VanEck AA-BB CLO ETF Holding Summary
As of 2025-03-31, Independence Asset Advisors, LLC held 7,500.00 shares of VanEck AA-BB CLO ETF(CLOB), totaling $379,640.00. This investment constitutes 1.23% of their stock portfolio, and Independence Asset Advisors, LLC now holds 0.38% of the outstanding VanEck AA-BB CLO ETF(CLOB) stock.
The initial trade took place in 2025Q1. And since then Independence Asset Advisors, LLC has made 1 purchases of CLOB, at an average price of $50.83, for a total of 7,500.00 shares. Based on historical transaction data and CLOB's current price of $50.82, Independence Asset Advisors, LLC's estimated gain on his CLOB holdings is $-75.00, reflecting a -0.02% gain to date.
Independence Asset Advisors, LLC CLOB ($50.82) Holding Chart
Independence Asset Advisors, LLC CLOB ($50.82) 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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