Pcg Wealth Advisors, LLC Vaneck ETF Tr Transaction History
Pcg Wealth Advisors, LLC
- $271 Million
- Q1 2025
A detailed history of Pcg Wealth Advisors, LLC transactions in Vaneck ETF Tr stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 34,403 shares of CLOI stock, worth $1.82 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
34,403
Previous 42,427
18.91%
Holding current value
$1.82 Million
Previous $2.24 Million
18.81%
% of portfolio
0.67%
Previous 0.87%
Shares
5 transactions
Others Institutions Holding CLOI
# of Institutions
153Shares Held
11.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.28MShares$67.8 Million0.03% of portfolio
-
Capital Investment Advisors, LLC1.12MShares$59.3 Million1.2% of portfolio
-
Syon Capital LLC San Francisco, CA792KShares$41.8 Million3.76% of portfolio
-
Orion Portfolio Solutions, LLC663KShares$35 Million0.37% of portfolio
-
Redhawk Wealth Advisors, Inc. Minneapolis, MN636KShares$33.6 Million4.87% of portfolio