A detailed history of Stonebridge Financial Planning Group, LLC transactions in Vaneck ETF Tr stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 7,617 shares of CLOI stock, worth $404,386. This represents 0.2% of its overall portfolio holdings.

Number of Shares
7,617
Previous 6,420 18.64%
Holding current value
$404,386
Previous $339,000 19.17%
% of portfolio
0.2%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$52.65 - $53.04 $63,022 - $63,488
1,197 Added 18.64%
7,617 $404,000
Q2 2024

Aug 07, 2024

BUY
$52.56 - $52.96 $105,120 - $105,920
2,000 Added 45.25%
6,420 $339,000
Q1 2024

May 13, 2024

BUY
$52.18 - $52.82 $230,635 - $233,464
4,420 New
4,420 $233,000

Others Institutions Holding CLOI

About VANECK ETF TR


  • Ticker CLOI
  • Sector ETFs
  • Industry ETFs
More about CLOI
Track This Portfolio

Track Stonebridge Financial Planning Group, LLC Portfolio

Follow Stonebridge Financial Planning Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stonebridge Financial Planning Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stonebridge Financial Planning Group, LLC with notifications on news.