Wealth Plan Investment Management, LLC Vaneck ETF Tr Transaction History

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Vaneck ETF Tr stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 323,776 shares of CLOI stock, worth $17.1 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
323,776
Previous 312,471 3.62%
Holding current value
$17.1 Million
Previous $16.5 Million 3.91%
% of portfolio
1.25%
Previous 1.3%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$52.8 - $53.1 $596,904 - $600,295
11,305 Added 3.62%
323,776 $17.2 Million
Q2 2025

Jul 28, 2025
BUY
$51.16 - $53.02 $2.77 Million - $2.87 Million
54,179 Added 20.98%
312,471 $16.5 Million
Q1 2025

May 09, 2025
SELL
$52.68 - $53.16 $63,268 - $63,845
-1,201 Reduced 0.46%
258,292 $13.6 Million
Q4 2024

Jan 30, 2025
SELL
$52.7 - $53.15 $185,820 - $187,406
-3,526 Reduced 1.34%
259,493 $13.7 Million
Q3 2024

Nov 05, 2024
BUY
$52.65 - $53.04 $2.72 Million - $2.74 Million
51,715 Added 24.47%
263,019 $14 Million
Q2 2024

Aug 09, 2024
BUY
$52.56 - $52.96 $513,300 - $517,207
9,766 Added 4.85%
211,304 $11.2 Million
Q1 2024

May 16, 2024
BUY
$52.18 - $52.82 $1.75 Million - $1.77 Million
33,581 Added 19.99%
201,538 $10.6 Million
Q4 2023

Jan 05, 2024
BUY
$51.89 - $52.44 $426,535 - $431,056
8,220 Added 5.15%
167,957 $8.75 Million
Q3 2023

Nov 15, 2023
BUY
$51.46 - $52.16 $2.94 Million - $2.98 Million
57,075 Added 55.6%
159,737 $8.33 Million
Q3 2023

Nov 09, 2023
BUY
$51.46 - $52.16 $5.28 Million - $5.35 Million
102,662 New
102,662 $5.35 Million

Others Institutions Holding CLOI

# of Institutions
169
Shares Held
15.5M
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
Track This Portfolio

Track Wealth Plan Investment Management, LLC Portfolio

Follow Wealth Plan Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email