SFG Wealth Management, LLC. CLOI Holdings History
SFG Wealth Management, LLC.'s VanEck CLO ETF Holding Summary
As of 2025-03-31, SFG Wealth Management, LLC. held - shares of VanEck CLO ETF(CLOI), totaling N/A. This investment constitutes 0% of their stock portfolio, and SFG Wealth Management, LLC. now holds 0% of the outstanding VanEck CLO ETF(CLOI) stock.
The initial trade took place in 2024Q3. And since then SFG Wealth Management, LLC. has made 1 purchases of CLOI, at an average price of $52.86, for a total of 30,245.00 shares. In addition, there have been 2 sales at an average price of $52.96 for 30,245.00 shares. Based on historical transaction data and CLOI's current price of $52.92, SFG Wealth Management, LLC.'s estimated gain on his CLOI holdings is $3,024.50, reflecting a 0.19% gain to date.
SFG Wealth Management, LLC. CLOI ($52.92) Holding Chart
SFG 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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