Fulcrum Equity Management Vaneck ETF Tr Transaction History
Fulcrum Equity Management
- $115 Million
- Q3 2024
A detailed history of Fulcrum Equity Management transactions in Vaneck ETF Tr stock. As of the latest transaction made, Fulcrum Equity Management holds 12,078 shares of CLOI stock, worth $641,221. This represents 0.56% of its overall portfolio holdings.
Number of Shares
12,078
Previous 11,163
8.2%
Holding current value
$641,221
Previous $590,000
8.47%
% of portfolio
0.56%
Previous 0.55%
Shares
2 transactions
Others Institutions Holding CLOI
# of Institutions
110Shares Held
6.44MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC714KShares$37.9 Million0.02% of portfolio
-
Orion Portfolio Solutions, LLC677KShares$36 Million0.38% of portfolio
-
Capital Investment Advisors, LLC605KShares$32.1 Million0.67% of portfolio
-
Envestnet Asset Management Inc482KShares$25.6 Million0.01% of portfolio
-
Syon Capital LLC San Francisco, CA337KShares$17.9 Million1.58% of portfolio