Adams Wealth Management Vaneck ETF Tr Transaction History
Adams Wealth Management
- $404 Million
- Q2 2024
A detailed history of Adams Wealth Management transactions in Vaneck ETF Tr stock. As of the latest transaction made, Adams Wealth Management holds 22,850 shares of CLOI stock, worth $1.21 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
22,850
Previous 23,071
0.96%
Holding current value
$1.21 Million
Previous $1.22 Million
0.74%
% of portfolio
0.3%
Previous 0.32%
Shares
6 transactions
Others Institutions Holding CLOI
# of Institutions
88Shares Held
4.13MCall Options Held
0Put Options Held
0-
Orion Portfolio Solutions, LLC698KShares$36.8 Million0.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC599KShares$31.6 Million0.02% of portfolio
-
Gradient Investments LLC223KShares$11.8 Million0.34% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE211KShares$11.2 Million1.82% of portfolio
-
Darwin Advisors, LLC194KShares$10.2 Million5.2% of portfolio