Atria Wealth Solutions’s VanEck CLO ETF CLOI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,290
| Closed | -$597K | – | 1525 |
|
|
2025
Q1 | $597K | Buy |
11,290
+444
| +4% | +$23.5K | 0.01% | 1107 |
|
|
2024
Q4 | $572K | Sell |
10,846
-18,405
| -63% | -$971K | 0.01% | 1190 |
|
|
2024
Q3 | $1.55M | Buy |
29,251
+2,555
| +10% | +$136K | 0.02% | 729 |
|
|
2024
Q2 | $1.41M | Buy |
+26,696
| New | +$1.41M | 0.02% | 750 |
|