Beaumont Financial Advisors, LLC Vaneck ETF Tr Transaction History

Beaumont Financial Advisors, LLC

$1.24 Billion
Q3 2025

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 207,877 shares of CLOI stock, worth $11 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

207,877

Previous 210,615 1.3%

Holding current value

$11 Million

Previous $11.2 Million 1.02%

% of portfolio

0.89%

Previous 0.97%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$52.8 - $53.1 $144,566 - $145,387	-2,738 Reduced 1.3%	207,877 $11 Million
Q2 2025 Jul 16, 2025	SELL	$51.16 - $53.02 $1.43 Million - $1.49 Million	-28,015 Reduced 11.74%	210,615 $11.2 Million
Q1 2025 May 12, 2025	BUY	$52.68 - $53.16 $1.26 Million - $1.28 Million	23,995 Added 11.18%	238,630 $12.6 Million
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

169

Shares Held

15.5M

Call Options Held

Put Options Held

View Full List

About VANECK ETF TR

Ticker CLOI
Sector ETFs
Industry ETFs

More about CLOI

Track This Portfolio

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.

Account

Beaumont Financial Advisors, LLC Vaneck ETF Tr Transaction History