Beaumont Financial Advisors, LLC Vaneck ETF Tr Transaction History

Beaumont Financial Advisors, LLC

  • $1.11 Billion
  • Q3 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Vaneck ETF Tr stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 142,279 shares of CLOI stock, worth $7.56 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
142,279
Previous 139,078 2.3%
Holding current value
$7.56 Million
Previous $7.36 Million 2.5%
% of portfolio
0.68%
Previous 0.67%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
BUY
$52.65 - $53.04 $168,532 - $169,781
3,201 Added 2.3%
142,279 $7.55 Million
Q2 2024

Jul 24, 2024
BUY
$52.56 - $52.96 $586,517 - $590,980
11,159 Added 8.72%
139,078 $7.36 Million
Q1 2024

May 10, 2024
SELL
$52.18 - $52.82 $76,704 - $77,645
-1,470 Reduced 1.14%
127,919 $6.76 Million
Q4 2023

Jan 31, 2024
SELL
$51.89 - $52.44 $91,482 - $92,451
-1,763 Reduced 1.34%
129,389 $6.74 Million
Q3 2023

Nov 01, 2023
SELL
$51.46 - $52.16 $39,572 - $40,111
-769 Reduced 0.58%
131,152 $6.84 Million
Q2 2023

Aug 02, 2023
BUY
$51.12 - $51.67 $6.74 Million - $6.82 Million
131,921 New
131,921 $6.82 Million

Others Institutions Holding CLOI

# of Institutions
111
Shares Held
6.48M
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
Track This Portfolio

Track Beaumont Financial Advisors, LLC Portfolio

Follow Beaumont Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaumont Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email