Wealth Plan Partners, LLC Vaneck ETF Tr Transaction History

Wealth Plan Partners, LLC

$591 Million
Q3 2025

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 162,667 shares of CLOI stock, worth $8.61 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares

162,667

Previous 166,043 2.03%

Holding current value

$8.61 Million

Previous $8.79 Million 1.75%

% of portfolio

1.46%

Previous 1.59%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$52.8 - $53.1 $178,252 - $179,265	-3,376 Reduced 2.03%	162,667 $8.64 Million
Q2 2025 Jul 28, 2025	SELL	$51.16 - $53.02 $1.38 Million - $1.43 Million	-26,915 Reduced 13.95%	166,043 $8.79 Million
Q1 2025 May 09, 2025	BUY	$52.68 - $53.16 $1.45 Million - $1.46 Million	27,456 Added 16.59%	192,958 $10.2 Billion
Q4 2024 Jan 30, 2025	BUY	$52.7 - $53.15 $735,217 - $741,495	13,951 Added 9.21%	165,502 $8.73 Billion
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

169

Shares Held

15.5M

Call Options Held

Put Options Held

View Full List

About VANECK ETF TR

Ticker CLOI
Sector ETFs
Industry ETFs

More about CLOI

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Wealth Plan Partners, LLC Vaneck ETF Tr Transaction History