Fulcrum Equity Management Vaneck ETF Tr Transaction History

Fulcrum Equity Management

  • $88.9 Million
  • Q1 2025

A detailed history of Fulcrum Equity Management transactions in Vaneck ETF Tr stock. As of the latest transaction made, Fulcrum Equity Management holds 5,478 shares of CLOI stock, worth $290,169. This represents 0.33% of its overall portfolio holdings.

Number of Shares
5,478
Previous 6,228 12.04%
Holding current value
$290,169
Previous $328,000 11.89%
% of portfolio
0.33%
Previous 0.34%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
SELL
$52.68 - $53.16 $39,510 - $39,870
-750 Reduced 12.04%
5,478 $289,000
Q4 2024

Mar 24, 2025
SELL
$52.7 - $53.15 $308,295 - $310,927
-5,850 Reduced 48.44%
6,228 $328,000
Q3 2024

Nov 21, 2024
BUY
$52.65 - $53.04 $48,174 - $48,531
915 Added 8.2%
12,078 $640,000
Q2 2024

Jul 19, 2024
BUY
$52.56 - $52.96 $586,727 - $591,192
11,163 New
11,163 $590,000

Others Institutions Holding CLOI

# of Institutions
165
Shares Held
12.4M
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 Fulcrum Equity Management Portfolio

Follow Fulcrum Equity Management 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 Fulcrum Equity Management, based on Form 13F filings with the SEC.

News

Stay updated on Fulcrum Equity Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email