Warren Averett Asset Management, LLC Vaneck ETF Tr Transaction History
Warren Averett Asset Management, LLC
- $5.05 Billion
- Q2 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Vaneck ETF Tr stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 5,819 shares of CLOI stock, worth $307,185. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,819
Previous 5,515
5.51%
Holding current value
$307,185
Previous $291,000
5.84%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding CLOI
# of Institutions
89Shares Held
4.13MCall Options Held
0Put Options Held
0-
Orion Portfolio Solutions, LLC698KShares$36.8 Million0.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC599KShares$31.6 Million0.02% of portfolio
-
Gradient Investments LLC223KShares$11.8 Million0.34% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE211KShares$11.2 Million1.82% of portfolio
-
Darwin Advisors, LLC194KShares$10.2 Million5.2% of portfolio