Collaborative Wealth Managment Inc. Cion Investment Corp Transaction History
Collaborative Wealth Managment Inc.
- $222 Million
- Q2 2025
A detailed history of Collaborative Wealth Managment Inc. transactions in Cion Investment Corp stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 19,402 shares of CION stock, worth $208,377. This represents 0.08% of its overall portfolio holdings.
Number of Shares
19,402
Previous 21,129
8.17%
Holding current value
$208,377
Previous $218,000
15.14%
% of portfolio
0.08%
Previous 0.11%
Shares
14 transactions
Others Institutions Holding CION
# of Institutions
185Shares Held
20.1MCall Options Held
19.8KPut Options Held
62.5K-
Bulldog Investors, LLP Saddle Brook, NJ1.69MShares$18.2 Million7.48% of portfolio
-
Van Eck Associates Corp1.23MShares$13.2 Million0.02% of portfolio
-
Invesco Ltd. Atlanta, GA1.01MShares$10.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC993KShares$10.7 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.902KShares$9.69 Million0.03% of portfolio
About CION Investment Corp
- Ticker CION
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 56,958,440
- Market Cap $612M
- Description
- CION Investment Corporation is a business development company. It specializes in investments in senior secured loans, including unitranche loans, First Lien, second lien loans, long-term subordinated loans, and mezzanine loans; equity interests such as warrants or options; and corporate bonds; and other debt securities in middle-market companies...