Wealth Plan Partners, LLC Vaneck ETF Tr Transaction History

Wealth Plan Partners, LLC

  • $745 Billion
  • Q3 2024

A detailed history of Wealth Plan Partners, LLC transactions in Vaneck ETF Tr stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 151,551 shares of CLOI stock, worth $8.04 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
151,551
Previous 147,741 2.58%
Holding current value
$8.04 Million
Previous $7.82 Billion 2.77%
% of portfolio
1.08%
Previous 0.84%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
$52.65 - $53.04 $200,596 - $202,082
3,810 Added 2.58%
151,551 $8.04 Billion
Q2 2024

Aug 09, 2024
BUY
$52.56 - $52.96 $174,394 - $175,721
3,318 Added 2.3%
147,741 $7.82 Billion
Q1 2024

May 07, 2024
BUY
$52.18 - $52.82 $380,287 - $384,952
7,288 Added 5.31%
144,423 $7.63 Billion
Q4 2023

Jan 05, 2024
BUY
$51.89 - $52.44 $1.79 Million - $1.81 Million
34,473 Added 33.58%
137,135 $7.15 Billion
Q3 2023

Nov 01, 2023
BUY
$51.46 - $52.16 $5.28 Million - $5.35 Million
102,662 New
102,662 $5.35 Billion

Others Institutions Holding CLOI

# of Institutions
110
Shares Held
6.44M
Call Options Held
0
Put Options Held
0
View Full List

About VANECK ETF TR

CLOI Quotes by TradingView
  • Ticker CLOI
  • Sector ETFs
  • Industry ETFs
More about CLOI
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