Iams Wealth Management, LLC Vaneck ETF Tr Transaction History

Iams Wealth Management, LLC

$219 Billion
Q4 2024

A detailed history of Iams Wealth Management, LLC transactions in Vaneck ETF Tr stock. As of the latest transaction made, Iams Wealth Management, LLC holds 10,620 shares of CLOI stock, worth $564,028. This represents 0.26% of its overall portfolio holdings.

Number of Shares

10,620

Holding current value

$564,028

% of portfolio

0.26%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	BUY	$52.7 - $53.15 $559,674 - $564,453	10,620 New	10,620 $560 Million

Others Institutions Holding CLOI

# of Institutions

117

Shares Held

8.09M

Call Options Held

Put Options Held

Redhawk Wealth Advisors, Inc. Minneapolis, MN

944K
Shares

$50.1 Million
7.38% of portfolio
Capital Investment Advisors, LLC

926K
Shares

$49.2 Million
1.02% of portfolio
Lpl Financial LLC Fort Mill, SC

714K
Shares

$37.9 Million
0.02% of portfolio
Orion Portfolio Solutions, LLC

677K
Shares

$36 Million
0.38% of portfolio
Envestnet Asset Management Inc

482K
Shares

$25.6 Million
0.01% of portfolio

View Full List

About VANECK ETF TR

Ticker CLOI
Sector ETFs
Industry ETFs

More about CLOI

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Iams Wealth Management, LLC Vaneck ETF Tr Transaction History