Triad Wealth Partners, LLC Vaneck ETF Tr Transaction History

Triad Wealth Partners, LLC

$495 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$52.56 - $52.96 $4,940 - $4,978	94 New	94 $4.98 Million

Others Institutions Holding CLOI

# of Institutions

161

Shares Held

13.2M

Call Options Held

0

Put Options Held

0

Capital Investment Advisors, LLC

1.29M
Shares

$68.3 Million
1.28% of portfolio
Lpl Financial LLC Fort Mill, SC

1.28M
Shares

$68.1 Million
0.03% of portfolio
Independence Asset Advisors, LLC Wynnewood,, PA

1.1M
Shares

$58.4 Million
36.22% of portfolio
Syon Capital LLC San Francisco, CA

852K
Shares

$45.2 Million
3.67% of portfolio
Orion Portfolio Solutions, LLC

649K
Shares

$34.5 Million
0.37% of portfolio

About VANECK ETF TR

Ticker CLOI
Sector ETFs
Industry ETFs

More about CLOI

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