True Private Wealth Advisors Vaneck ETF Tr Transaction History
True Private Wealth Advisors
- $762 Million
- Q2 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 360,791 shares of CLOI stock, worth $19.1 Million. This represents 2.51% of its overall portfolio holdings.
Number of Shares
360,791
Previous 346,725
4.06%
Holding current value
$19.1 Million
Previous $18.3 Million
4.27%
% of portfolio
2.51%
Previous 2.33%
Shares
7 transactions
Others Institutions Holding CLOI
# of Institutions
162Shares Held
13.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.31MShares$69.5 Million0.02% of portfolio
-
Capital Investment Advisors, LLC1.29MShares$68.1 Million1.28% of portfolio
-
Independence Asset Advisors, LLC Wynnewood,, PA1.1MShares$58.2 Million36.22% of portfolio
-
Syon Capital LLC San Francisco, CA791KShares$41.9 Million2.76% of portfolio
-
Orion Portfolio Solutions, LLC649KShares$34.4 Million0.37% of portfolio