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 $238,545. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,500
Previous 4,000
12.5%
Holding current value
$238,545
Previous $212,000
11.79%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding CLOI
# of Institutions
115Shares Held
8.13MCall Options Held
0Put Options Held
0-
Redhawk Wealth Advisors, Inc. Minneapolis, MN944KShares$50 Million7.38% of portfolio
-
Capital Investment Advisors, LLC926KShares$49.1 Million1.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC714KShares$37.9 Million0.02% of portfolio
-
Orion Portfolio Solutions, LLC677KShares$35.9 Million0.38% of portfolio
-
Envestnet Asset Management Inc482KShares$25.5 Million0.01% of portfolio