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 $352,902. This represents 0.09% of its overall portfolio holdings.
Number of Shares
6,646
Previous 6,682
0.54%
Holding current value
$352,902
Previous $352,000
0.28%
% of portfolio
0.09%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding CLOI
# of Institutions
161Shares Held
12.2MCall Options Held
0Put Options Held
0-
Capital Investment Advisors, LLC1.29MShares$68.3 Million1.28% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.28MShares$68.1 Million0.03% of portfolio
-
Independence Asset Advisors, LLC Wynnewood,, PA1.1MShares$58.4 Million36.22% of portfolio
-
Syon Capital LLC San Francisco, CA852KShares$45.2 Million3.67% of portfolio
-
Orion Portfolio Solutions, LLC649KShares$34.5 Million0.37% of portfolio