Sheets Smith Wealth Management Vaneck ETF Tr Transaction History
Sheets Smith Wealth Management
- $802 Million
- Q4 2024
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 4,500 shares of CLOI stock, worth $237,825. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,500
Previous 4,000
12.5%
Holding current value
$237,825
Previous $212,000
11.79%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding CLOI
# of Institutions
143Shares Held
9.74MCall Options Held
0Put Options Held
0-
Capital Investment Advisors, LLC1.12MShares$59.3 Million1.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC856KShares$45.2 Million0.02% of portfolio
-
Syon Capital LLC San Francisco, CA792KShares$41.9 Million3.76% of portfolio
-
Orion Portfolio Solutions, LLC663KShares$35 Million0.37% of portfolio
-
Redhawk Wealth Advisors, Inc. Minneapolis, MN636KShares$33.6 Million4.87% of portfolio