Beam Wealth Advisors, Inc. Vaneck ETF Tr Transaction History

Beam Wealth Advisors, Inc.

  • $289 Million
  • Q1 2025

A detailed history of Beam Wealth Advisors, Inc. transactions in Vaneck ETF Tr stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 10,166 shares of CLOI stock, worth $538,493. This represents 0.19% of its overall portfolio holdings.

Number of Shares
10,166
Previous 11,082 8.27%
Holding current value
$538,493
Previous $584,000 8.05%
% of portfolio
0.19%
Previous 0.19%

Shares

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

May 09, 2025
SELL
$52.68 - $53.16 $48,254 - $48,694
-916 Reduced 8.27%
10,166 $537,000
Q4 2024

Feb 06, 2025
SELL
$52.7 - $53.15 $111,407 - $112,359
-2,114 Reduced 16.02%
11,082 $584,000
Q3 2024

Nov 04, 2024
BUY
$52.65 - $53.04 $11,740 - $11,827
223 Added 1.72%
13,196 $699,000
Q2 2024

Aug 07, 2024
BUY
$52.56 - $52.96 $681,860 - $687,050
12,973 New
12,973 $686,000

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
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