Trademark Financial Management, LLC Vaneck ETF Tr Transaction History
Trademark Financial Management, LLC
- $126 Billion
- Q3 2024
A detailed history of Trademark Financial Management, LLC transactions in Vaneck ETF Tr stock. As of the latest transaction made, Trademark Financial Management, LLC holds 23,980 shares of CLOI stock, worth $1.27 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
23,980
Previous 22,249
7.78%
Holding current value
$1.27 Million
Previous $1.18 Billion
7.98%
% of portfolio
1.01%
Previous 0.96%
Shares
4 transactions
Others Institutions Holding CLOI
# of Institutions
103Shares Held
6.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC714KShares$37.8 Million0.02% of portfolio
-
Orion Portfolio Solutions, LLC698KShares$37 Million0.41% of portfolio
-
Capital Investment Advisors, LLC605KShares$32 Million0.67% of portfolio
-
Envestnet Asset Management Inc482KShares$25.5 Million0.01% of portfolio
-
Syon Capital LLC San Francisco, CA337KShares$17.8 Million1.58% of portfolio