Sheets Smith Wealth Management Vaneck ETF Tr Transaction History
Sheets Smith Wealth Management
- $789 Million
- Q1 2025
A detailed history of Sheets Smith Wealth Management transactions in Vaneck ETF Tr stock. As of the latest transaction made, Sheets Smith Wealth Management holds 4,800 shares of CLOI stock, worth $254,256. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,800
Previous 4,500
6.67%
Holding current value
$254,256
Previous $237,000
6.75%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding CLOI
# of Institutions
165Shares Held
12.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.28MShares$68 Million0.03% of portfolio
-
Capital Investment Advisors, LLC1.12MShares$59.5 Million1.2% of portfolio
-
Syon Capital LLC San Francisco, CA852KShares$45.1 Million3.67% of portfolio
-
Orion Portfolio Solutions, LLC649KShares$34.4 Million0.37% of portfolio
-
Redhawk Wealth Advisors, Inc. Minneapolis, MN636KShares$33.7 Million4.87% of portfolio