Pcg Wealth Advisors, LLC Vaneck ETF Tr Transaction History
Pcg Wealth Advisors, LLC
- $247 Million
- Q3 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 37,444 shares of CLOI stock, worth $1.98 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
37,444
Previous 16,338
129.18%
Holding current value
$1.98 Million
Previous $864,000
129.86%
% of portfolio
0.8%
Previous 0.39%
Shares
3 transactions
Others Institutions Holding CLOI
# of Institutions
92Shares Held
4.86MCall Options Held
0Put Options Held
0-
Orion Portfolio Solutions, LLC698KShares$37 Million0.41% of portfolio
-
Capital Investment Advisors, LLC605KShares$32 Million0.67% of portfolio
-
Lpl Financial LLC Fort Mill, SC599KShares$31.7 Million0.02% of portfolio
-
Gradient Investments LLC242KShares$12.8 Million0.34% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE211KShares$11.2 Million1.82% of portfolio