Milestone Asset Management, LLC Vaneck ETF Tr Transaction History
Milestone Asset Management, LLC
- $454 Billion
- Q4 2024
A detailed history of Milestone Asset Management, LLC transactions in Vaneck ETF Tr stock. As of the latest transaction made, Milestone Asset Management, LLC holds 20,007 shares of CLOI stock, worth $1.06 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
20,007
Previous 30,050
33.42%
Holding current value
$1.06 Million
Previous $1.59 Billion
33.76%
% of portfolio
0.23%
Previous 0.36%
Shares
4 transactions
Others Institutions Holding CLOI
# of Institutions
117Shares Held
8.09MCall Options Held
0Put Options Held
0-
Redhawk Wealth Advisors, Inc. Minneapolis, MN944KShares$50.1 Million7.38% of portfolio
-
Capital Investment Advisors, LLC926KShares$49.2 Million1.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC714KShares$37.9 Million0.02% of portfolio
-
Orion Portfolio Solutions, LLC677KShares$36 Million0.38% of portfolio
-
Envestnet Asset Management Inc482KShares$25.6 Million0.01% of portfolio