Trademark Financial Management, LLC Vaneck ETF Tr Transaction History
Trademark Financial Management, LLC
- $126 Billion
- Q4 2024
A detailed history of Trademark Financial Management, LLC transactions in Vaneck ETF Tr stock. As of the latest transaction made, Trademark Financial Management, LLC holds 70,523 shares of CLOI stock, worth $3.69 Million. This represents 2.96% of its overall portfolio holdings.
Number of Shares
70,523
Previous 23,980
194.09%
Holding current value
$3.69 Million
Previous $1.27 Billion
192.59%
% of portfolio
2.96%
Previous 1.01%
Shares
5 transactions
Others Institutions Holding CLOI
# of Institutions
144Shares Held
10MCall Options Held
0Put Options Held
0-
Capital Investment Advisors, LLC1.12MShares$58.7 Million1.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC856KShares$44.8 Million0.02% of portfolio
-
Syon Capital LLC San Francisco, CA792KShares$41.4 Million3.76% of portfolio
-
Orion Portfolio Solutions, LLC663KShares$34.7 Million0.37% of portfolio
-
Redhawk Wealth Advisors, Inc. Minneapolis, MN636KShares$33.3 Million4.87% of portfolio