Beam Wealth Advisors, Inc. Vaneck ETF Tr Transaction History

Beam Wealth Advisors, Inc.

  • $306 Million
  • Q4 2024

A detailed history of Beam Wealth Advisors, Inc. transactions in Vaneck ETF Tr stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 11,082 shares of CLOI stock, worth $587,567. This represents 0.19% of its overall portfolio holdings.

Number of Shares
11,082
Previous 13,196 16.02%
Holding current value
$587,567
Previous $699,000 16.45%
% of portfolio
0.19%
Previous 0.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$52.7 - $53.15 $111,407 - $112,359
-2,114 Reduced 16.02%
11,082 $584,000
Q3 2024

Nov 04, 2024
BUY
$52.65 - $53.04 $11,740 - $11,827
223 Added 1.72%
13,196 $699,000
Q2 2024

Aug 07, 2024
BUY
$52.56 - $52.96 $681,860 - $687,050
12,973 New
12,973 $686,000

Others Institutions Holding CLOI

# of Institutions
132
Shares Held
9.31M
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 Beam Wealth Advisors, Inc. Portfolio

Follow Beam Wealth Advisors, Inc. 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 Beam Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beam Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email