Optivise Advisory Services LLC Vaneck ETF Tr Transaction History
Optivise Advisory Services LLC
- $196 Billion
- Q2 2025
A detailed history of Optivise Advisory Services LLC transactions in Vaneck ETF Tr stock. As of the latest transaction made, Optivise Advisory Services LLC holds 11,702 shares of CLOI stock, worth $619,035. This represents 0.32% of its overall portfolio holdings.
Number of Shares
11,702
Previous 10,582
10.58%
Holding current value
$619,035
Previous $559 Million
10.82%
% of portfolio
0.32%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding CLOI
# of Institutions
162Shares Held
13.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.31MShares$69.5 Million0.02% of portfolio
-
Capital Investment Advisors, LLC1.29MShares$68.1 Million1.28% of portfolio
-
Independence Asset Advisors, LLC Wynnewood,, PA1.1MShares$58.2 Million36.22% of portfolio
-
Syon Capital LLC San Francisco, CA791KShares$41.9 Million2.76% of portfolio
-
Orion Portfolio Solutions, LLC649KShares$34.3 Million0.37% of portfolio