Summit Wealth Partners, LLC Vaneck ETF Tr Transaction History

Summit Wealth Partners, LLC

  • $554 Billion
  • Q3 2025

A detailed history of Summit Wealth Partners, LLC transactions in Vaneck ETF Tr stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 8,398 shares of CLOI stock, worth $444,422. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,398
Previous 8,398 -0.0%
Holding current value
$444,422
Previous $445 Million 0.28%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Aug 11, 2025
SELL
$51.16 - $53.02 $37,602 - $38,969
-735 Reduced 8.05%
8,398 $445 Million
Q1 2025

May 06, 2025
BUY
$52.68 - $53.16 $481,126 - $485,510
9,133 New
9,133 $483 Million

Others Institutions Holding CLOI

# of Institutions
169
Shares Held
15.5M
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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