Portside Wealth Group, LLC Vaneck ETF Tr Transaction History

Portside Wealth Group, LLC

$613 Billion
Q1 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 4,486 shares of CLOI stock, worth $237,219. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,486

Holding current value

$237,219

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

159

Shares Held

13.1M

Call Options Held

Put Options Held

Capital Investment Advisors, LLC

1.29M
Shares

$68.1 Million
1.28% of portfolio
Lpl Financial LLC Fort Mill, SC

1.28M
Shares

$67.9 Million
0.03% of portfolio
Independence Asset Advisors, LLC Wynnewood,, PA

1.1M
Shares

$58.1 Million
36.22% of portfolio
Syon Capital LLC San Francisco, CA

852K
Shares

$45 Million
3.67% of portfolio
Brinker Capital Investments, LLC

649K
Shares

$34.3 Million
0.37% of portfolio

View Full List

About VANECK ETF TR

Ticker CLOI
Sector ETFs
Industry ETFs

More about CLOI

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Portside Wealth Group, LLC Vaneck ETF Tr Transaction History