Dakota Wealth Management Vaneck ETF Tr Transaction History

Dakota Wealth Management

$5.42 Billion
Q4 2025

A detailed history of Dakota Wealth Management transactions in Vaneck ETF Tr stock. As of the latest transaction made, Dakota Wealth Management holds 90,596 shares of CLOI stock, worth $4.79 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

90,596

Holding current value

$4.79 Million

% of portfolio

0.09%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 13, 2026	BUY	$52.83 - $53.07 $4.79 Million - $4.81 Million	90,596 New	90,596 $4.79 Million

Others Institutions Holding CLOI

# of Institutions

168

Shares Held

15.2M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.61M
Shares

$85.1 Million
0.03% of portfolio
Independence Asset Advisors, LLC Wynnewood,, PA

1.57M
Shares

$83.2 Million
35.43% of portfolio
Capital Investment Advisors, LLC

1.56M
Shares

$82.8 Million
1.31% of portfolio
Syon Capital LLC San Francisco, CA

669K
Shares

$35.4 Million
1.91% of portfolio
Orion Portfolio Solutions, LLC

649K
Shares

$34.3 Million
0.37% of portfolio

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 Dakota Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Dakota Wealth Management with notifications on news.

Account

Dakota Wealth Management Vaneck ETF Tr Transaction History