Beaumont Financial Advisors, LLC Vaneck ETF Tr Transaction History
Beaumont Financial Advisors, LLC
- $1.14 Billion
- Q4 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in Vaneck ETF Tr stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 214,635 shares of CLOI stock, worth $11.4 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
214,635
Previous 142,279
50.86%
Holding current value
$11.4 Million
Previous $7.55 Million
50.09%
% of portfolio
1.0%
Previous 0.68%
Shares
7 transactions
Others Institutions Holding CLOI
# of Institutions
141Shares Held
9.75MCall Options Held
0Put Options Held
0-
Redhawk Wealth Advisors, Inc. Minneapolis, MN944KShares$49.9 Million7.38% of portfolio
-
Capital Investment Advisors, LLC926KShares$49 Million1.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC856KShares$45.3 Million0.02% of portfolio
-
Syon Capital LLC San Francisco, CA792KShares$41.9 Million3.76% of portfolio
-
Orion Portfolio Solutions, LLC663KShares$35.1 Million0.37% of portfolio