Stonebridge Financial Planning Group, LLC Vaneck ETF Tr Transaction History
Stonebridge Financial Planning Group, LLC
- $202 Million
- Q3 2024
A detailed history of Stonebridge Financial Planning Group, LLC transactions in Vaneck ETF Tr stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 7,617 shares of CLOI stock, worth $404,234. This represents 0.2% of its overall portfolio holdings.
Number of Shares
7,617
Previous 6,420
18.64%
Holding current value
$404,234
Previous $339,000
19.17%
% of portfolio
0.2%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding CLOI
# of Institutions
116Shares 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$35.9 Million0.38% of portfolio
-
Envestnet Asset Management Inc482KShares$25.6 Million0.01% of portfolio