Sax Wealth Advisors, LLC Vaneck ETF Tr Transaction History

Sax Wealth Advisors, LLC

$1.37 Billion
Q1 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Vaneck ETF Tr stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 6,834 shares of CLOI stock, worth $360,630. This represents 0.03% of its overall portfolio holdings.

Number of Shares

6,834

Holding current value

$360,630

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	BUY	$52.68 - $53.16 $360,015 - $363,295	6,834 New	6,834 $361,000

Others Institutions Holding CLOI

# of Institutions

165

Shares Held

12.4M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.28M
Shares

$67.7 Million
0.03% of portfolio
Capital Investment Advisors, LLC

1.12M
Shares

$59.2 Million
1.2% of portfolio
Syon Capital LLC San Francisco, CA

852K
Shares

$45 Million
3.67% of portfolio
Orion Portfolio Solutions, LLC

649K
Shares

$34.2 Million
0.37% of portfolio
Redhawk Wealth Advisors, Inc. Minneapolis, MN

636K
Shares

$33.6 Million
4.87% of portfolio

View Full List

About VANECK ETF TR

Ticker CLOI
Sector ETFs
Industry ETFs

More about CLOI

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Sax Wealth Advisors, LLC Vaneck ETF Tr Transaction History