Iams Wealth Management, LLC Vaneck ETF Tr Transaction History

Iams Wealth Management, LLC

  • $218 Billion
  • Q1 2025

A detailed history of Iams Wealth Management, LLC transactions in Vaneck ETF Tr stock. As of the latest transaction made, Iams Wealth Management, LLC holds 12,986 shares of CLOI stock, worth $685,660. This represents 0.31% of its overall portfolio holdings.

Number of Shares
12,986
Previous 10,620 22.28%
Holding current value
$685,660
Previous $560 Million 22.44%
% of portfolio
0.31%
Previous 0.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
$52.68 - $53.16 $124,640 - $125,776
2,366 Added 22.28%
12,986 $686 Million
Q4 2024

Jan 23, 2025
BUY
$52.7 - $53.15 $559,674 - $564,453
10,620 New
10,620 $560 Million

Others Institutions Holding CLOI

# of Institutions
165
Shares Held
12.4M
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
Track This Portfolio

Track Iams Wealth Management, LLC Portfolio

Follow Iams Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iams Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iams Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email