Legacy Wealth Managment, Llc/Id Cion Investment Corp Transaction History
Legacy Wealth Managment, Llc/Id
- $122 Million
- Q1 2025
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Cion Investment Corp stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 7,711 shares of CION stock, worth $69,861. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,711
Previous 8,486
9.13%
Holding current value
$69,861
Previous $96,000
17.71%
% of portfolio
0.06%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding CION
# of Institutions
192Shares Held
19.8MCall Options Held
19.8KPut Options Held
62.5K-
Bulldog Investors, LLP Saddle Brook, NJ1.69MShares$15.4 Million7.48% of portfolio
-
Van Eck Associates Corp1.23MShares$11.1 Million0.02% of portfolio
-
Invesco Ltd. Atlanta, GA1.01MShares$9.11 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC993KShares$9 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA880KShares$7.97 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 $516M
- 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...