First Purpose Wealth LLC Cion Investment Corp Transaction History
First Purpose Wealth LLC
- $275 Million
- Q1 2024
A detailed history of First Purpose Wealth LLC transactions in Cion Investment Corp stock. As of the latest transaction made, First Purpose Wealth LLC holds 184,598 shares of CION stock, worth $1.75 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
184,598
Previous 189,554
2.61%
Holding current value
$1.75 Million
Previous $2.14 Million
5.27%
% of portfolio
0.74%
Previous 0.83%
Shares
10 transactions
Others Institutions Holding CION
# of Institutions
184Shares Held
20.5MCall Options Held
34KPut Options Held
43.5K-
Bulldog Investors, LLP Saddle Brook, NJ1.54MShares$14.6 Million5.52% of portfolio
-
Invesco Ltd. Atlanta, GA1.34MShares$12.7 Million0.0% of portfolio
-
Van Eck Associates Corp1.3MShares$12.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.07MShares$10.1 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.902KShares$8.56 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 $541M
- 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...