Fulcrum Equity Management Vaneck ETF Tr Transaction History

Fulcrum Equity Management

$108 Million
Q2 2024

A detailed history of Fulcrum Equity Management transactions in Vaneck ETF Tr stock. As of the latest transaction made, Fulcrum Equity Management holds 11,163 shares of CLOI stock, worth $589,518. This represents 0.55% of its overall portfolio holdings.

Number of Shares

11,163

Holding current value

$589,518

% of portfolio

0.55%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

Shares Held

4.13M

Call Options Held

Put Options Held

Orion Portfolio Solutions, LLC

698K
Shares

$36.9 Million
0.41% of portfolio
Lpl Financial LLC Fort Mill, SC

599K
Shares

$31.6 Million
0.02% of portfolio
Gradient Investments LLC

223K
Shares

$11.8 Million
0.34% of portfolio
Wealth Plan Investment Management, LLC Omaha, NE

211K
Shares

$11.2 Million
1.82% of portfolio
Darwin Advisors, LLC

194K
Shares

$10.2 Million
5.2% of portfolio

View Full List

About VANECK ETF TR

Ticker CLOI
Sector ETFs
Industry ETFs

More about CLOI

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Fulcrum Equity Management Vaneck ETF Tr Transaction History