Pcg Wealth Advisors, LLC Vaneck ETF Tr Transaction History

Pcg Wealth Advisors, LLC

  • $257 Million
  • Q4 2024

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 42,427 shares of CLOI stock, worth $2.25 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
42,427
Previous 37,444 13.31%
Holding current value
$2.25 Million
Previous $1.99 Million 12.69%
% of portfolio
0.87%
Previous 0.8%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$52.7 - $53.15 $262,604 - $264,846
4,983 Added 13.31%
42,427 $2.24 Million
Q3 2024

Oct 15, 2024
BUY
$52.65 - $53.04 $1.11 Million - $1.12 Million
21,106 Added 129.18%
37,444 $1.99 Million
Q2 2024

Jul 15, 2024
BUY
$52.56 - $52.96 $369,391 - $372,202
7,028 Added 75.49%
16,338 $864,000
Q1 2024

Apr 19, 2024
BUY
$52.18 - $52.82 $485,795 - $491,754
9,310 New
9,310 $491,000

Others Institutions Holding CLOI

# of Institutions
121
Shares Held
8.13M
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
Track This Portfolio

Track Pcg Wealth Advisors, LLC Portfolio

Follow Pcg Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pcg Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pcg Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email