One Ascent Family Office, LLC Vaneck ETF Tr Transaction History

One Ascent Family Office, LLC

$97.4 Million
Q3 2025

A detailed history of One Ascent Family Office, LLC transactions in Vaneck ETF Tr stock. As of the latest transaction made, One Ascent Family Office, LLC holds 9,520 shares of CLOI stock, worth $503,798. This represents 0.52% of its overall portfolio holdings.

Number of Shares

9,520

Holding current value

$503,798

% of portfolio

0.52%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 31, 2025	BUY	$52.8 - $53.1 $502,656 - $505,512	9,520 New	9,520 $505,000

Others Institutions Holding CLOI

# of Institutions

169

Shares Held

15.5M

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

1.43M
Shares

$75.9 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

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One Ascent Family Office, LLC Vaneck ETF Tr Transaction History