Sowell Financial Services LLC CLOZ Holdings History
Sowell Financial Services LLC's Eldridge BBB-B CLO ETF Holding Summary
As of 2025-06-30, Sowell Financial Services LLC held 149,931.00 shares of Eldridge BBB-B CLO ETF(CLOZ), totaling $4.01 Mil. This investment constitutes 0.16% of their stock portfolio, and Sowell Financial Services LLC now holds 0.51% of the outstanding Eldridge BBB-B CLO ETF(CLOZ) stock.
The initial trade took place in 2025Q1. And since then Sowell Financial Services LLC has made 1 purchases of CLOZ, at an average price of $26.97, for a total of 294,924.00 shares. In addition, there have been 1 sales at an average price of $26.44 for 144,993.00 shares. Based on historical transaction data and CLOZ's current price of $26.85, Sowell Financial Services LLC's estimated gain on his CLOZ holdings is $-95,587.66, reflecting a -1.20% gain to date.
Sowell Financial Services LLC CLOZ ($26.85) Holding Chart
Sowell Financial Services LLC CLOZ ($26.85) 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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