Vision Point Advisory Group, LLC Vaneck ETF Tr Transaction History
Vision Point Advisory Group, LLC
- $264 Million
- Q4 2024
A detailed history of Vision Point Advisory Group, LLC transactions in Vaneck ETF Tr stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 39,147 shares of CLOI stock, worth $2.08 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
39,147
Previous 31,005
26.26%
Holding current value
$2.08 Million
Previous $1.64 Million
25.61%
% of portfolio
0.78%
Previous 0.6%
Shares
5 transactions
Others Institutions Holding CLOI
# of Institutions
125Shares Held
8.27MCall Options Held
0Put Options Held
0-
Redhawk Wealth Advisors, Inc. Minneapolis, MN944KShares$50 Million7.38% of portfolio
-
Capital Investment Advisors, LLC926KShares$49.1 Million1.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC714KShares$37.9 Million0.02% of portfolio
-
Orion Portfolio Solutions, LLC677KShares$35.9 Million0.38% of portfolio
-
Envestnet Asset Management Inc482KShares$25.5 Million0.01% of portfolio