Number of Shares
138,581.00
Current Holdings Value*
$7.32 Mil
% of Portfolio
3.09%
Total Estimate Gain
$2,965.79
% of Total Estimate Gain
0.04%

Lokken Investment Group LLC's VanEck CLO ETF Holding Summary

As of 2025-03-31, Lokken Investment Group LLC held 138,581.00 shares of VanEck CLO ETF(CLOI), totaling $7.32 Mil. This investment constitutes 3.09% of their stock portfolio, and Lokken Investment Group LLC now holds 0.69% of the outstanding VanEck CLO ETF(CLOI) stock.

The initial trade took place in 2024Q3. And since then Lokken Investment Group LLC has made 3 purchases of CLOI, at an average price of $52.93, for a total of 138,581.00 shares. Based on historical transaction data and CLOI's current price of $52.95, Lokken Investment Group LLC's estimated gain on his CLOI holdings is $2,965.79, reflecting a 0.04% gain to date.

Lokken Investment Group LLC CLOI ($52.95) Holding Chart

Lokken Investment Group LLC CLOI ($52.95) 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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