Summit Financial, LLC Vaneck ETF Tr Transaction History

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in Vaneck ETF Tr stock. As of the latest transaction made, Summit Financial, LLC holds 39,869 shares of CLOI stock, worth $2.11 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

39,869

Holding current value

$2.11 Million

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$52.8 - $53.1 $2.11 Million - $2.12 Million	39,869 New	39,869 $2.12 Million

Others Institutions Holding CLOI

# of Institutions

170

Shares Held

15.5M

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

1.43M
Shares

$75.9 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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Summit Financial, LLC Vaneck ETF Tr Transaction History