Balboa Wealth Partners Vaneck ETF Tr Transaction History
Balboa Wealth Partners
- $398 Million
- Q1 2025
A detailed history of Balboa Wealth Partners transactions in Vaneck ETF Tr stock. As of the latest transaction made, Balboa Wealth Partners holds 6,646 shares of CLOI stock, worth $350,908. This represents 0.09% of its overall portfolio holdings.
Number of Shares
6,646
Previous 6,682
0.54%
Holding current value
$350,908
Previous $352,000
0.28%
% of portfolio
0.09%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding CLOI
# of Institutions
166Shares Held
12.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.28MShares$67.8 Million0.03% of portfolio
-
Capital Investment Advisors, LLC1.12MShares$59.3 Million1.2% of portfolio
-
Syon Capital LLC San Francisco, CA852KShares$45 Million3.67% of portfolio
-
Orion Portfolio Solutions, LLC649KShares$34.3 Million0.37% of portfolio
-
Redhawk Wealth Advisors, Inc. Minneapolis, MN636KShares$33.6 Million4.87% of portfolio