Kestra Private Wealth Services, LLC Vaneck ETF Tr Transaction History
Kestra Private Wealth Services, LLC
- $7.16 Billion
- Q3 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in Vaneck ETF Tr stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 61,679 shares of CLOI stock, worth $3.26 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
61,679
Previous 45,346
36.02%
Holding current value
$3.26 Million
Previous $2.4 Million
36.4%
% of portfolio
0.05%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding CLOI
# of Institutions
169Shares Held
15.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.61MShares$85.1 Million0.03% of portfolio
-
Independence Asset Advisors, LLC Wynnewood,, PA1.57MShares$83.2 Million35.43% of portfolio
-
Capital Investment Advisors, LLC1.43MShares$75.9 Million1.31% of portfolio
-
Syon Capital LLC San Francisco, CA669KShares$35.4 Million1.91% of portfolio
-
Orion Portfolio Solutions, LLC649KShares$34.3 Million0.37% of portfolio