Iams Wealth Management, LLC Vaneck ETF Tr Transaction History

Iams Wealth Management, LLC

  • $249 Billion
  • Q3 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 20,241 shares of CLOI stock, worth $1.07 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
20,241
Previous 11,981 68.94%
Holding current value
$1.07 Million
Previous $634 Million 69.42%
% of portfolio
0.43%
Previous 0.29%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
BUY
$52.8 - $53.1 $436,128 - $438,606
8,260 Added 68.94%
20,241 $1.07 Billion
Q2 2025

Jul 14, 2025
SELL
$51.16 - $53.02 $51,415 - $53,285
-1,005 Reduced 7.74%
11,981 $634 Million
Q1 2025

Apr 10, 2025
BUY
$52.68 - $53.16 $124,640 - $125,776
2,366 Added 22.28%
12,986 $686 Million
Q4 2024

Jan 23, 2025
BUY
$52.7 - $53.15 $559,674 - $564,453
10,620 New
10,620 $560 Million

Others Institutions Holding CLOI

# of Institutions
166
Shares Held
14.4M
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
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