WMG Financial Advisors, LLC CLOX Holdings History
WMG Financial Advisors, LLC's Eldridge AAA CLO ETF Holding Summary
As of 2025-03-31, WMG Financial Advisors, LLC held 38,605.00 shares of Eldridge AAA CLO ETF(CLOX), totaling $984,810.00. This investment constitutes 0.42% of their stock portfolio, and WMG Financial Advisors, LLC now holds 0.74% of the outstanding Eldridge AAA CLO ETF(CLOX) stock.
The initial trade took place in 2025Q1. And since then WMG Financial Advisors, LLC has made 1 purchases of CLOX, at an average price of $25.54, for a total of 38,605.00 shares. Based on historical transaction data and CLOX's current price of $25.51, WMG Financial Advisors, LLC's estimated gain on his CLOX holdings is $-1,158.15, reflecting a -0.12% gain to date.
WMG Financial Advisors, LLC CLOX ($25.51) Holding Chart
WMG Financial Advisors, LLC CLOX ($25.51) 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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