Sax Wealth Advisors, LLC Vaneck ETF Tr Transaction History

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Vaneck ETF Tr stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 362,439 shares of CLOI stock, worth $19.2 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
362,439
Previous 266,129 36.19%
Holding current value
$19.2 Million
Previous $14.1 Million 35.73%
% of portfolio
0.93%
Previous 0.77%

Shares

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

Jan 12, 2026
BUY
$52.83 - $53.07 $5.09 Million - $5.11 Million
96,310 Added 36.19%
362,439 $19.2 Million
Q3 2025

Oct 20, 2025
BUY
$52.8 - $53.1 $7.94 Million - $7.99 Million
150,449 Added 130.06%
266,129 $14.1 Million
Q2 2025

Jul 23, 2025
BUY
$51.16 - $53.02 $5.57 Million - $5.77 Million
108,846 Added 1592.71%
115,680 $6.13 Million
Q1 2025

May 14, 2025
BUY
$52.68 - $53.16 $360,015 - $363,295
6,834 New
6,834 $361,000

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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