Collaborative Wealth Managment Inc. Cion Investment Corp Transaction History
Collaborative Wealth Managment Inc.
- $214 Million
- Q4 2024
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 21,126 shares of CION stock, worth $257,314. This represents 0.11% of its overall portfolio holdings.
Number of Shares
21,126
Previous 21,110
0.08%
Holding current value
$257,314
Previous $251,000
4.38%
% of portfolio
0.11%
Previous 0.12%
Shares
12 transactions
Others Institutions Holding CION
# of Institutions
195Shares Held
20.9MCall Options Held
20.8KPut Options Held
21.5K-
Bulldog Investors, LLP Saddle Brook, NJ1.68MShares$20.5 Million8.41% of portfolio
-
Van Eck Associates Corp1.33MShares$16.2 Million0.02% of portfolio
-
Invesco Ltd. Atlanta, GA1.04MShares$12.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC967KShares$11.8 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.906KShares$11 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 $694M
- 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...