Beaumont Financial Advisors, LLC Vaneck ETF Tr Transaction History

Beaumont Financial Advisors, LLC

$1.14 Billion
Q4 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 214,635 shares of CLOI stock, worth $11.4 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares

214,635

Previous 142,279 50.86%

Holding current value

$11.4 Million

Previous $7.55 Million 50.09%

% of portfolio

1.0%

Previous 0.68%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$52.7 - $53.15 $3.81 Million - $3.85 Million	72,356 Added 50.86%	214,635 $11.3 Million
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

115

Shares Held

8.13M

Call Options Held

Put Options Held

View Full List

About VANECK ETF TR

Ticker CLOI
Sector ETFs
Industry ETFs

More about CLOI

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Beaumont Financial Advisors, LLC Vaneck ETF Tr Transaction History