Balboa Wealth Partners Vaneck ETF Tr Transaction History

Balboa Wealth Partners

  • $476 Million
  • Q2 2025

A detailed history of Balboa Wealth Partners transactions in Vaneck ETF Tr stock. As of the latest transaction made, Balboa Wealth Partners holds 6,273 shares of CLOI stock, worth $332,155. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,273
Previous 6,646 5.61%
Holding current value
$332,155
Previous $351,000 5.41%
% of portfolio
0.07%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
$51.16 - $53.02 $19,082 - $19,776
-373 Reduced 5.61%
6,273 $332,000
Q1 2025

Apr 23, 2025
SELL
$52.68 - $53.16 $1,896 - $1,913
-36 Reduced 0.54%
6,646 $351,000
Q4 2024

Feb 10, 2025
BUY
$52.7 - $53.15 $18,761 - $18,921
356 Added 5.63%
6,682 $352,000
Q3 2024

Nov 06, 2024
BUY
$52.65 - $53.04 $333,063 - $335,531
6,326 New
6,326 $335,000
Q4 2023

Feb 09, 2024
BUY
$51.89 - $52.44 $622,109 - $628,703
11,989 New
11,989 $624,000

Others Institutions Holding CLOI

# of Institutions
162
Shares Held
13.6M
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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