Heritage Oak Wealth Advisors LLC Vaneck ETF Tr Transaction History

Heritage Oak Wealth Advisors LLC

  • $271 Billion
  • Q4 2025

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Vaneck ETF Tr stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 5,025 shares of CLOI stock, worth $265,923. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,025
Previous 10,040 49.95%
Holding current value
$265,923
Previous $533 Million 50.22%
% of portfolio
0.1%
Previous 0.19%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
SELL
$52.83 - $53.07 $264,942 - $266,146
-5,015 Reduced 49.95%
5,025 $265 Million
Q3 2025

Oct 20, 2025
SELL
$52.8 - $53.1 $102,220 - $102,801
-1,936 Reduced 16.17%
10,040 $533 Million
Q2 2025

Jul 15, 2025
SELL
$51.16 - $53.02 $2.22 Million - $2.3 Million
-43,428 Reduced 78.38%
11,976 $634 Million
Q1 2025

Apr 28, 2025
BUY
$52.68 - $53.16 $156,775 - $158,204
2,976 Added 5.68%
55,404 $2.93 Billion
Q4 2024

Feb 05, 2025
BUY
$52.7 - $53.15 $2.76 Million - $2.79 Million
52,428 New
52,428 $2.77 Billion
Q2 2024

Aug 28, 2024
BUY
$52.56 - $52.96 $2.03 Million - $2.04 Million
38,592 New
38,592 $2.04 Billion

Others Institutions Holding CLOI

# of Institutions
174
Shares Held
15.2M
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
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