Wealth Plan Investment Management, LLC Vaneck ETF Tr Transaction History

Wealth Plan Investment Management, LLC

$923 Million
Q3 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 263,019 shares of CLOI stock, worth $13.9 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares

263,019

Previous 211,304 24.47%

Holding current value

$13.9 Million

Previous $11.2 Million 24.71%

% of portfolio

1.51%

Previous 1.82%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$52.65 - $53.04 $2.72 Million - $2.74 Million	51,715 Added 24.47%	263,019 $14 Million
Q2 2024 Aug 09, 2024	BUY	$52.56 - $52.96 $513,300 - $517,207	9,766 Added 4.85%	211,304 $11.2 Million
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

111

Shares Held

6.44M

Call Options Held

Put Options Held

View Full List

About VANECK ETF TR

Ticker CLOI
Sector ETFs
Industry ETFs

More about CLOI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.

Account

Wealth Plan Investment Management, LLC Vaneck ETF Tr Transaction History