Schechter Investment Advisors, LLC
Position in CLOZ — Eldridge BBB-B CLO ETF
CIK 1951586
BIRMINGHAM, MI
All Filings in CLOZ
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 CLOZ | $43,132,621 | 1,623,358 | Shares | Other | 2025-05-01 | |
| 2024-12-31 CLOZ | $36,174,364 | 1,342,277 | Shares | Other | 2025-02-06 | |
| 2024-09-30 CLOZ | $27,982,052 | 1,040,999 | Shares | Other | 2024-11-12 | |
| 2024-06-30 CLOZ | $22,008,578 | 816,948 | Shares | Other | 2024-08-12 | |
| 2024-03-31 CLOZ | $15,728,691 | 587,001 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 CLOZ | $8,461,833 | 320,524 | Shares | Sole | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||