Independence Asset Advisors, LLC CLOI Holdings History
Number of Shares
169,808.00
Current Holdings Value*
$8.97 Mil
% of Portfolio
29.07%
Total Estimate Gain
$-
% of Total Estimate Gain
0.00%
Independence Asset Advisors, LLC's VanEck CLO ETF Holding Summary
As of 2025-03-31, Independence Asset Advisors, LLC held 169,808.00 shares of VanEck CLO ETF(CLOI), totaling $8.97 Mil. This investment constitutes 29.07% of their stock portfolio, and Independence Asset Advisors, LLC now holds 0.97% of the outstanding VanEck CLO ETF(CLOI) stock.
The initial trade took place in 2024Q4. And since then Independence Asset Advisors, LLC has made 2 purchases of CLOI, at an average price of $52.96, for a total of 169,808.00 shares. Based on historical transaction data and CLOI's current price of $52.96, Independence Asset Advisors, LLC's estimated gain on his CLOI holdings is $-, reflecting a 0.00% gain to date.
Independence Asset Advisors, LLC CLOI ($52.96) Holding Chart
Independence Asset Advisors, LLC CLOI ($52.96) 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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