Brown Financial Advisors Vaneck ETF Tr Transaction History

Brown Financial Advisors

$243 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 30, 2024	BUY	$52.56 - $52.96 $16,451 - $16,576	313 New	313 $16.6 Million

Others Institutions Holding CLOI

# of Institutions

164

Shares Held

13.3M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.31M
Shares

$69.4 Million
0.02% of portfolio
Capital Investment Advisors, LLC

1.29M
Shares

$68.1 Million
1.28% of portfolio
Independence Asset Advisors, LLC Wynnewood,, PA

1.1M
Shares

$58.1 Million
36.22% of portfolio
Syon Capital LLC San Francisco, CA

852K
Shares

$45 Million
3.67% of portfolio
Brinker Capital Investments, LLC

649K
Shares

$34.3 Million
0.37% of portfolio

About VANECK ETF TR

Ticker CLOI
Sector ETFs
Industry ETFs

More about CLOI

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