Naviter Wealth, LLC CLOZ Holdings History
Naviter Wealth, LLC's Eldridge BBB-B CLO ETF Holding Summary
As of 2025-03-31, Naviter Wealth, LLC held 41,050.00 shares of Eldridge BBB-B CLO ETF(CLOZ), totaling $1.09 Mil. This investment constitutes 0.13% of their stock portfolio, and Naviter Wealth, LLC now holds 0.16% of the outstanding Eldridge BBB-B CLO ETF(CLOZ) stock.
The initial trade took place in 2025Q1. And since then Naviter Wealth, LLC has made 1 purchases of CLOZ, at an average price of $26.97, for a total of 41,050.00 shares. Based on historical transaction data and CLOZ's current price of $26.78, Naviter Wealth, LLC's estimated gain on his CLOZ holdings is $-7,799.50, reflecting a -0.70% gain to date.
Naviter Wealth, LLC CLOZ ($26.78) Holding Chart
Naviter Wealth, LLC CLOZ ($26.78) 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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