Iams Wealth Management, LLC Vaneck ETF Tr Transaction History
Iams Wealth Management, LLC
- $218 Billion
- Q1 2025
A detailed history of Iams Wealth Management, LLC transactions in Vaneck ETF Tr stock. As of the latest transaction made, Iams Wealth Management, LLC holds 12,986 shares of CLOI stock, worth $686,310. This represents 0.31% of its overall portfolio holdings.
Number of Shares
12,986
Previous 10,620
22.28%
Holding current value
$686,310
Previous $560 Million
22.44%
% of portfolio
0.31%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding CLOI
# of Institutions
142Shares Held
9.85MCall Options Held
0Put Options Held
0-
Redhawk Wealth Advisors, Inc. Minneapolis, MN944KShares$49.9 Million7.38% of portfolio
-
Capital Investment Advisors, LLC926KShares$49 Million1.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC856KShares$45.2 Million0.02% of portfolio
-
Syon Capital LLC San Francisco, CA792KShares$41.9 Million3.76% of portfolio
-
Orion Portfolio Solutions, LLC663KShares$35 Million0.37% of portfolio