One Ascent Wealth Management LLC Vaneck ETF Tr Transaction History
One Ascent Wealth Management LLC
- $177 Million
- Q3 2025
A detailed history of One Ascent Wealth Management LLC transactions in Vaneck ETF Tr stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 81,105 shares of CLOI stock, worth $4.29 Million. This represents 2.43% of its overall portfolio holdings.
Number of Shares
81,105Holding current value
$4.29 Million% of portfolio
2.43%Shares
1 transactions
Others Institutions Holding CLOI
# of Institutions
173Shares Held
15.3MCall Options Held
0Put Options Held
0-
Independence Asset Advisors, LLC Wynnewood,, PA1.57MShares$83.1 Million35.43% of portfolio
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Capital Investment Advisors, LLC1.43MShares$75.8 Million1.31% of portfolio
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Lpl Financial LLC Fort Mill, SC1.31MShares$69.4 Million0.02% of portfolio
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Syon Capital LLC San Francisco, CA791KShares$41.8 Million2.76% of portfolio
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Orion Portfolio Solutions, LLC649KShares$34.3 Million0.37% of portfolio