Optivise Advisory Services LLC Vaneck ETF Tr Transaction History
Optivise Advisory Services LLC
- $168 Billion
- Q3 2025
A detailed history of Optivise Advisory Services LLC transactions in Vaneck ETF Tr stock. As of the latest transaction made, Optivise Advisory Services LLC holds 12,439 shares of CLOI stock, worth $658,271. This represents 0.39% of its overall portfolio holdings.
Number of Shares
12,439
Previous 11,702
6.3%
Holding current value
$658,271
Previous $620 Million
6.59%
% of portfolio
0.39%
Previous 0.32%
Shares
3 transactions
Others Institutions Holding CLOI
# of Institutions
169Shares Held
15.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.61MShares$85.1 Million0.03% of portfolio
-
Independence Asset Advisors, LLC Wynnewood,, PA1.57MShares$83.2 Million35.43% of portfolio
-
Capital Investment Advisors, LLC1.43MShares$75.9 Million1.31% of portfolio
-
Syon Capital LLC San Francisco, CA669KShares$35.4 Million1.91% of portfolio
-
Orion Portfolio Solutions, LLC649KShares$34.3 Million0.37% of portfolio