Heritage Oak Wealth Advisors LLC Vaneck ETF Tr Transaction History

Heritage Oak Wealth Advisors LLC

$217 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

99

Shares Held

5.17M

Call Options Held

0

Put Options Held

0

Orion Portfolio Solutions, LLC

698K
Shares

$36.9 Million
0.41% of portfolio
Capital Investment Advisors, LLC

605K
Shares

$32 Million
0.67% of portfolio
Lpl Financial LLC Fort Mill, SC

599K
Shares

$31.7 Million
0.02% of portfolio
Envestnet Asset Management Inc

482K
Shares

$25.5 Million
0.01% of portfolio
Wealth Plan Investment Management, LLC Omaha, NE

263K
Shares

$13.9 Million
1.51% of portfolio

About VANECK ETF TR

Ticker CLOI
Sector ETFs
Industry ETFs

More about CLOI

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