Portside Wealth Group, LLC Vaneck ETF Tr Transaction History
Portside Wealth Group, LLC
- $675 Billion
- Q2 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 5,682 shares of CLOI stock, worth $300,577. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,682
Previous 4,486
26.66%
Holding current value
$300,577
Previous $237 Million
26.92%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding CLOI
# of Institutions
165Shares Held
14.1MCall 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