Portside Wealth Group, LLC Vaneck ETF Tr Transaction History

Portside Wealth Group, LLC

  • $726 Billion
  • Q3 2025

A detailed history of Portside Wealth Group, LLC transactions in Vaneck ETF Tr stock. As of the latest transaction made, Portside Wealth Group, LLC holds 6,248 shares of CLOI stock, worth $330,644. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,248
Previous 5,682 9.96%
Holding current value
$330,644
Previous $301 Million 10.26%
% of portfolio
0.05%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$52.8 - $53.1 $29,884 - $30,054
566 Added 9.96%
6,248 $332 Million
Q2 2025

Aug 11, 2025
BUY
$51.16 - $53.02 $61,187 - $63,411
1,196 Added 26.66%
5,682 $301 Million
Q1 2025

Apr 14, 2025
BUY
$52.68 - $53.16 $236,322 - $238,475
4,486 New
4,486 $237 Million

Others Institutions Holding CLOI

# of Institutions
169
Shares Held
15.6M
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 Portside Wealth Group, LLC Portfolio

Follow Portside Wealth Group, 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 Portside Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Portside Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email