Stonebridge Financial Planning Group, LLC Vaneck ETF Tr Transaction History

Stonebridge Financial Planning Group, LLC

$254 Million
Q3 2025

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 24,888 shares of CLOI stock, worth $1.32 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

24,888

Previous 18,626 33.62%

Holding current value

$1.32 Million

Previous $986,000 33.98%

% of portfolio

0.52%

Previous 0.43%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 17, 2025	BUY	$52.8 - $53.1 $330,633 - $332,512	6,262 Added 33.62%	24,888 $1.32 Million
Q2 2025 Aug 05, 2025	BUY	$51.16 - $53.02 $402,526 - $417,161	7,868 Added 73.14%	18,626 $986,000
Q1 2025 May 08, 2025	BUY	$52.68 - $53.16 $149,663 - $151,027	2,841 Added 35.88%	10,758 $568,000
Q4 2024 Feb 18, 2025	BUY	$52.7 - $53.15 $15,810 - $15,945	300 Added 3.94%	7,917 $417,000
Q3 2024 Nov 08, 2024	BUY	$52.65 - $53.04 $63,022 - $63,488	1,197 Added 18.64%	7,617 $404,000

Q2 2024 Aug 07, 2024	BUY	$52.56 - $52.96 $105,120 - $105,920	2,000 Added 45.25%	6,420 $339,000
Q1 2024 May 13, 2024	BUY	$52.18 - $52.82 $230,635 - $233,464	4,420 New	4,420 $233,000

Others Institutions Holding CLOI

# of Institutions

169

Shares Held

15.5M

Call Options Held

Put Options Held

View Full List

About VANECK ETF TR

Ticker CLOI
Sector ETFs
Industry ETFs

More about CLOI

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Stonebridge Financial Planning Group, LLC Vaneck ETF Tr Transaction History