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 $7.52 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
142,279
Previous 139,078 2.3%
Holding current value
$7.52 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

About VANECK ETF TR


  • Ticker CLOI
  • Sector ETFs
  • Industry ETFs
More about CLOI
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