Wealth Plan Partners, LLC Vaneck ETF Tr Transaction History

Wealth Plan Partners, LLC

$705 Billion
Q4 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 165,502 shares of CLOI stock, worth $8.78 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares

165,502

Previous 151,551 9.21%

Holding current value

$8.78 Million

Previous $8.04 Billion 8.65%

% of portfolio

1.24%

Previous 1.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

141

Shares Held

9.75M

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