Balboa Wealth Partners Vaneck ETF Tr Transaction History

Balboa Wealth Partners

$389 Million
Q3 2024

A detailed history of Balboa Wealth Partners transactions in Vaneck ETF Tr stock. As of the latest transaction made, Balboa Wealth Partners holds 6,326 shares of CLOI stock, worth $335,341. This represents 0.09% of its overall portfolio holdings.

Number of Shares

6,326

Holding current value

$335,341

% of portfolio

0.09%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 06, 2024	BUY	$52.65 - $53.04 $333,063 - $335,531	6,326 New	6,326 $335,000
Q4 2023 Feb 09, 2024	BUY	$51.89 - $52.44 $622,109 - $628,703	11,989 New	11,989 $624,000

Others Institutions Holding CLOI

# of Institutions

113

Shares Held

8.09M

Call Options Held

Put Options Held

Redhawk Wealth Advisors, Inc. Minneapolis, MN

944K
Shares

$50 Million
7.38% of portfolio
Capital Investment Advisors, LLC

926K
Shares

$49.1 Million
1.02% of portfolio
Lpl Financial LLC Fort Mill, SC

714K
Shares

$37.9 Million
0.02% of portfolio
Orion Portfolio Solutions, LLC

677K
Shares

$35.9 Million
0.38% of portfolio
Envestnet Asset Management Inc

482K
Shares

$25.5 Million
0.01% of portfolio

View Full List

About VANECK ETF TR

Ticker CLOI
Sector ETFs
Industry ETFs

More about CLOI

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