Collaborative Wealth Managment Inc. Cion Investment Corp Transaction History
Collaborative Wealth Managment Inc.
- $238 Million
- Q3 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 $197,124. This represents 0.08% of its overall portfolio holdings.
Number of Shares
19,402
Previous 19,402
-0.0%
Holding current value
$197,124
Previous $185,000
1.08%
% of portfolio
0.08%
Previous 0.08%
Shares
14 transactions
Others Institutions Holding CION
# of Institutions
174Shares Held
19.6MCall Options Held
14.6KPut Options Held
21.5K-
Bulldog Investors, LLP Saddle Brook, NJ1.54MShares$15.6 Million5.25% of portfolio
-
Van Eck Associates Corp1.36MShares$13.8 Million0.01% of portfolio
-
Invesco Ltd. Atlanta, GA1.25MShares$12.7 Million0.0% of portfolio
-
Cf Capital LLC Cohasset, MA1MShares$10.2 Million5.83% of portfolio
-
Lpl Financial LLC Fort Mill, SC991KShares$10.1 Million0.0% of portfolio
About CION Investment Corp
- Ticker CION
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 56,958,440
- Market Cap $579M
- 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...