Optivise Advisory Services LLC Vaneck ETF Tr Transaction History
Optivise Advisory Services LLC
- $173 Billion
- Q4 2025
A detailed history of Optivise Advisory Services LLC transactions in Vaneck ETF Tr stock. As of the latest transaction made, Optivise Advisory Services LLC holds 13,297 shares of CLOI stock, worth $703,677. This represents 0.4% of its overall portfolio holdings.
Number of Shares
13,297
Previous 12,439
6.9%
Holding current value
$703,677
Previous $660 Million
6.32%
% of portfolio
0.4%
Previous 0.39%
Shares
4 transactions
Others Institutions Holding CLOI
# of Institutions
175Shares Held
15.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.61MShares$85.1 Million0.03% of portfolio
-
Independence Asset Advisors, LLC Wynnewood,, PA1.57MShares$83.2 Million35.43% of portfolio
-
Capital Investment Advisors, LLC1.56MShares$82.8 Million1.31% of portfolio
-
Syon Capital LLC San Francisco, CA669KShares$35.4 Million1.91% of portfolio
-
Orion Portfolio Solutions, LLC649KShares$34.3 Million0.37% of portfolio