Beaumont Financial Advisors, LLC Vaneck ETF Tr Transaction History
Beaumont Financial Advisors, LLC
- $1.11 Billion
- Q3 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in Vaneck ETF Tr stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 142,279 shares of CLOI stock, worth $7.52 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
142,279
Previous 139,078
2.3%
Holding current value
$7.52 Million
Previous $7.36 Million
2.5%
% of portfolio
0.68%
Previous 0.67%
Shares
6 transactions
Others Institutions Holding CLOI
# of Institutions
98Shares Held
5.09MCall Options Held
0Put Options Held
0-
Orion Portfolio Solutions, LLC698KShares$36.9 Million0.41% of portfolio
-
Capital Investment Advisors, LLC605KShares$32 Million0.67% of portfolio
-
Lpl Financial LLC Fort Mill, SC599KShares$31.6 Million0.02% of portfolio
-
Gradient Investments LLC242KShares$12.8 Million0.34% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE211KShares$11.2 Million1.82% of portfolio