Adams Wealth Management Vaneck ETF Tr Transaction History

Adams Wealth Management

  • $433 Million
  • Q3 2024

A detailed history of Adams Wealth Management transactions in Vaneck ETF Tr stock. As of the latest transaction made, Adams Wealth Management holds 25,341 shares of CLOI stock, worth $1.35 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
25,341
Previous 22,850 10.9%
Holding current value
$1.35 Million
Previous $1.21 Million 11.17%
% of portfolio
0.31%
Previous 0.3%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$52.65 - $53.04 $131,151 - $132,122
2,491 Added 10.9%
25,341 $1.34 Million
Q2 2024

Jul 16, 2024
SELL
$52.56 - $52.96 $11,615 - $11,704
-221 Reduced 0.96%
22,850 $1.21 Million
Q1 2024

May 20, 2024
SELL
$52.18 - $52.82 $54,058 - $54,721
-1,036 Reduced 4.3%
23,071 $1.22 Million
Q4 2023

Feb 12, 2024
BUY
$51.89 - $52.44 $123,861 - $125,174
2,387 Added 10.99%
24,107 $1.26 Million
Q3 2023

Nov 09, 2023
BUY
$51.46 - $52.16 $71,375 - $72,345
1,387 Added 6.82%
21,720 $1.13 Million
Q2 2023

Aug 14, 2023
SELL
$51.12 - $51.67 $106,943 - $108,093
-2,092 Reduced 9.33%
20,333 $1.05 Million
Q1 2023

May 03, 2023
BUY
$50.69 - $51.67 $1.14 Million - $1.16 Million
22,425 New
22,425 $1.15 Million

Others Institutions Holding CLOI

# of Institutions
112
Shares Held
6.49M
Call Options Held
0
Put Options Held
0
View Full List

About VANECK ETF TR

CLOI Quotes by TradingView
  • Ticker CLOI
  • Sector ETFs
  • Industry ETFs
More about CLOI
Track This Portfolio

Track Adams Wealth Management Portfolio

Follow Adams Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Adams Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Adams Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email