Heritage Oak Wealth Advisors LLC Vaneck ETF Tr Transaction History

Heritage Oak Wealth Advisors LLC

  • $259 Billion
  • Q2 2025

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Vaneck ETF Tr stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 11,976 shares of CLOI stock, worth $635,566. This represents 0.24% of its overall portfolio holdings.

Number of Shares
11,976
Previous 55,404 78.38%
Holding current value
$635,566
Previous $2.93 Billion 78.34%
% of portfolio
0.24%
Previous 1.29%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
$51.16 - $53.02 $2.22 Million - $2.3 Million
-43,428 Reduced 78.38%
11,976 $634 Million
Q1 2025

Apr 28, 2025
BUY
$52.68 - $53.16 $156,775 - $158,204
2,976 Added 5.68%
55,404 $2.93 Billion
Q4 2024

Feb 05, 2025
BUY
$52.7 - $53.15 $2.76 Million - $2.79 Million
52,428 New
52,428 $2.77 Billion
Q2 2024

Aug 28, 2024
BUY
$52.56 - $52.96 $2.03 Million - $2.04 Million
38,592 New
38,592 $2.04 Billion

Others Institutions Holding CLOI

# of Institutions
159
Shares Held
13.1M
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 Heritage Oak Wealth Advisors LLC Portfolio

Follow Heritage Oak Wealth Advisors LLC 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 Heritage Oak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Oak Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email