True Private Wealth Advisors Vaneck ETF Tr Transaction History
True Private Wealth Advisors
- $788 Million
- Q1 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 346,725 shares of CLOI stock, worth $18.4 Million. This represents 2.33% of its overall portfolio holdings.
Number of Shares
346,725
Previous 206,685
67.76%
Holding current value
$18.4 Million
Previous $10.9 Million
67.98%
% of portfolio
2.33%
Previous 1.4%
Shares
6 transactions
Others Institutions Holding CLOI
# of Institutions
161Shares Held
12.2MCall Options Held
0Put Options Held
0-
Capital Investment Advisors, LLC1.29MShares$68.3 Million1.28% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.28MShares$68.1 Million0.03% of portfolio
-
Syon Capital LLC San Francisco, CA852KShares$45.2 Million3.67% of portfolio
-
Orion Portfolio Solutions, LLC649KShares$34.5 Million0.37% of portfolio
-
Envestnet Asset Management Inc485KShares$25.8 Million0.01% of portfolio