True Private Wealth Advisors Vaneck ETF Tr Transaction History
True Private Wealth Advisors
- $823 Million
- Q3 2025
A detailed history of True Private Wealth Advisors transactions in Vaneck ETF Tr stock. As of the latest transaction made, True Private Wealth Advisors holds 336,499 shares of CLOI stock, worth $17.8 Million. This represents 2.17% of its overall portfolio holdings.
Number of Shares
336,499
Previous 360,791
6.73%
Holding current value
$17.8 Million
Previous $19.1 Million
6.46%
% of portfolio
2.17%
Previous 2.51%
Shares
8 transactions
Others Institutions Holding CLOI
# of Institutions
171Shares Held
15.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.61MShares$85.1 Million0.03% of portfolio
-
Independence Asset Advisors, LLC Wynnewood,, PA1.57MShares$83.2 Million35.43% of portfolio
-
Capital Investment Advisors, LLC1.43MShares$75.9 Million1.31% of portfolio
-
Syon Capital LLC San Francisco, CA669KShares$35.4 Million1.91% of portfolio
-
Orion Portfolio Solutions, LLC649KShares$34.3 Million0.37% of portfolio