Wealth Plan Partners, LLC Vaneck ETF Tr Transaction History

Wealth Plan Partners, LLC

$552 Million
Q2 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 166,043 shares of CLOI stock, worth $8.81 Million. This represents 1.59% of its overall portfolio holdings.

Number of Shares

166,043

Previous 192,958 13.95%

Holding current value

$8.81 Million

Previous $10.2 Billion 99.91%

% of portfolio

1.59%

Previous 1.44%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

161

Shares Held

13.2M

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 Partners, LLC, based on Form 13F filings with the SEC.

News

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

Account

Wealth Plan Partners, LLC Vaneck ETF Tr Transaction History