Simplicity Wealth,Llc Vaneck ETF Tr Transaction History

Simplicity Wealth,Llc

$1.59 Billion
Q3 2025

A detailed history of Simplicity Wealth,Llc transactions in Vaneck ETF Tr stock. As of the latest transaction made, Simplicity Wealth,Llc holds 5,463 shares of CLOI stock, worth $289,101. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,463

Holding current value

$289,101

% of portfolio

0.02%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 30, 2025	BUY	$52.8 - $53.1 $288,446 - $290,085	5,463 New	5,463 $290,000
Q1 2025 Apr 14, 2025	BUY	$52.68 - $53.16 $259,923 - $262,291	4,934 New	4,934 $260,000

Others Institutions Holding CLOI

# of Institutions

168

Shares Held

15.2M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.61M
Shares

$85.1 Million
0.03% of portfolio
Independence Asset Advisors, LLC Wynnewood,, PA

1.57M
Shares

$83.2 Million
35.43% of portfolio
Capital Investment Advisors, LLC

1.56M
Shares

$82.8 Million
1.31% of portfolio
Syon Capital LLC San Francisco, CA

669K
Shares

$35.4 Million
1.91% of portfolio
Orion Portfolio Solutions, LLC

649K
Shares

$34.3 Million
0.37% of portfolio

View Full List

About VANECK ETF TR

Ticker CLOI
Sector ETFs
Industry ETFs

More about CLOI

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