Schechter Investment Advisors, LLC CLOZ Holdings History
Schechter Investment Advisors, LLC's Eldridge BBB-B CLO ETF Holding Summary
As of 2025-03-31, Schechter Investment Advisors, LLC held 1.62 Mil shares of Eldridge BBB-B CLO ETF(CLOZ), totaling $43.13 Mil. This investment constitutes 3.55% of their stock portfolio, and Schechter Investment Advisors, LLC now holds 6.49% of the outstanding Eldridge BBB-B CLO ETF(CLOZ) stock.
The initial trade took place in 2023Q4. And since then Schechter Investment Advisors, LLC has made 6 purchases of CLOZ, at an average price of $26.71, for a total of 1.62 Mil shares. Based on historical transaction data and CLOZ's current price of $26.77, Schechter Investment Advisors, LLC's estimated gain on his CLOZ holdings is $90,817.21, reflecting a 0.21% gain to date.
Schechter Investment Advisors, LLC CLOZ ($26.77) Holding Chart
Schechter Investment Advisors, LLC CLOZ ($26.77) 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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