Balboa Wealth Partners Vaneck ETF Tr Transaction History
Balboa Wealth Partners
- $572 Million
- Q4 2025
A detailed history of Balboa Wealth Partners transactions in Vaneck ETF Tr stock. As of the latest transaction made, Balboa Wealth Partners holds 6,227 shares of CLOI stock, worth $329,532. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,227
Previous 6,192
0.57%
Holding current value
$329,532
Previous $328,000
0.3%
% of portfolio
0.06%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding CLOI
# of Institutions
168Shares Held
15.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.61MShares$85.1 Million0.03% of portfolio
-
Independence Asset Advisors, LLC Wynnewood,, PA1.57MShares$83.2 Million35.43% of portfolio
-
Capital Investment Advisors, LLC1.56MShares$82.8 Million1.31% of portfolio
-
Syon Capital LLC San Francisco, CA669KShares$35.4 Million1.91% of portfolio
-
Orion Portfolio Solutions, LLC649KShares$34.3 Million0.37% of portfolio