Wealth Plan Partners, LLC Vaneck ETF Tr Transaction History

Wealth Plan Partners, LLC

  • $745 Billion
  • Q3 2024

A detailed history of Wealth Plan Partners, LLC transactions in Vaneck ETF Tr stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 151,551 shares of CLOI stock, worth $8.04 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
151,551
Previous 147,741 2.58%
Holding current value
$8.04 Million
Previous $7.82 Billion 2.77%
% of portfolio
1.08%
Previous 0.84%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
$52.65 - $53.04 $200,596 - $202,082
3,810 Added 2.58%
151,551 $8.04 Billion
Q2 2024

Aug 09, 2024
BUY
$52.56 - $52.96 $174,394 - $175,721
3,318 Added 2.3%
147,741 $7.82 Billion
Q1 2024

May 07, 2024
BUY
$52.18 - $52.82 $380,287 - $384,952
7,288 Added 5.31%
144,423 $7.63 Billion
Q4 2023

Jan 05, 2024
BUY
$51.89 - $52.44 $1.79 Million - $1.81 Million
34,473 Added 33.58%
137,135 $7.15 Billion
Q3 2023

Nov 01, 2023
BUY
$51.46 - $52.16 $5.28 Million - $5.35 Million
102,662 New
102,662 $5.35 Billion

Others Institutions Holding CLOI

# of Institutions
112
Shares Held
6.49M
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
Track This Portfolio

Track Wealth Plan Partners, LLC Portfolio

Follow Wealth Plan Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email