Wealth Plan Investment Management, LLC Vaneck ETF Tr Transaction History

Wealth Plan Investment Management, LLC

  • $590 Million
  • Q1 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Vaneck ETF Tr stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 201,538 shares of CLOI stock, worth $10.6 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares
201,538
Previous 167,957 19.99%
Holding current value
$10.6 Million
Previous $8.75 Million 21.62%
% of portfolio
1.8%
Previous 1.46%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 16, 2024
BUY
$52.18 - $52.82 $1.75 Million - $1.77 Million
33,581 Added 19.99%
201,538 $10.6 Million
Q4 2023

Jan 05, 2024
BUY
$51.89 - $52.44 $426,535 - $431,056
8,220 Added 5.15%
167,957 $8.75 Million
Q3 2023

Nov 15, 2023
BUY
$51.46 - $52.16 $2.94 Million - $2.98 Million
57,075 Added 55.6%
159,737 $8.33 Million
Q3 2023

Nov 09, 2023
BUY
$51.46 - $52.16 $5.28 Million - $5.35 Million
102,662 New
102,662 $5.35 Million

Others Institutions Holding CLOI

# of Institutions
56
Shares Held
3.1M
Call Options Held
0
Put Options Held
0
View Full List

About VANECK ETF TR

CLOI Quotes by TradingView
  • Ticker CLOI
  • Sector ETFs
  • Industry ETFs
More about CLOI
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