Stonebridge Financial Planning Group, LLC Vaneck ETF Tr Transaction History

Stonebridge Financial Planning Group, LLC

  • $209 Million
  • Q1 2025

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 10,758 shares of CLOI stock, worth $571,249. This represents 0.27% of its overall portfolio holdings.

Number of Shares
10,758
Previous 7,917 35.88%
Holding current value
$571,249
Previous $417,000 36.21%
% of portfolio
0.27%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$52.68 - $53.16 $149,663 - $151,027
2,841 Added 35.88%
10,758 $568,000
Q4 2024

Feb 18, 2025
BUY
$52.7 - $53.15 $15,810 - $15,945
300 Added 3.94%
7,917 $417,000
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

# of Institutions
161
Shares Held
13.2M
Call Options Held
0
Put Options Held
0
View Full List

About VANECK ETF TR

CLOI Quotes by TradingView
  • Ticker CLOI
  • Sector ETFs
  • Industry ETFs
More about CLOI
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