Sheets Smith Wealth Management Vaneck ETF Tr Transaction History
Sheets Smith Wealth Management
- $856 Million
- Q3 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 4,500 shares of CLOI stock, worth $238,050. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,500
Previous 4,500
-0.0%
Holding current value
$238,050
Previous $238,000
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding CLOI
# of Institutions
173Shares Held
15.3MCall Options Held
0Put Options Held
0-
Independence Asset Advisors, LLC Wynnewood,, PA1.57MShares$83.2 Million35.43% of portfolio
-
Capital Investment Advisors, LLC1.43MShares$75.9 Million1.31% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.31MShares$69.5 Million0.02% of portfolio
-
Syon Capital LLC San Francisco, CA791KShares$41.9 Million2.76% of portfolio
-
Orion Portfolio Solutions, LLC649KShares$34.3 Million0.37% of portfolio