Beaumont Financial Advisors »

Vaneck Clo Etf shares owned by Beaumont Financial Advisors

Quarter-by-quarter ownership of Vaneck Clo Etf (CLOI) shares owned by Beaumont Financial Advisors from 13F filings

Historical chart of Beaumont Financial Advisors investment in Vaneck Clo Etf

Tip: Access up to 7 years of quarterly data

All positions including Vaneck Clo Etf held by Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vaneck Clo Etf by Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.8M 128k 52.82
2023-12-31 $6.7M 129k 52.13
2023-09-30 $6.8M 131k 52.16
2023-06-30 $6.8M 132k 51.67

More positions owned by Beaumont Financial Advisors

Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Jpmorgan Active Growth Etf Etf (JGRO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Amazon Stock (AMZN)
Ishares Global 100 Etf Etf (IOO)
Jpmorgan U.s. Quality Factor Etf Us Quality Factor Fund Etf (JQUA)
Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Blackstone Private Credit Fund Shs Cl I Stock
Lowes Cos Stock (LOW)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Fidelity Fundamental Large Cap Core Etf Etf (FFLC)

View all positions for Beaumont Financial Advisors

Top funds holding Vaneck Clo Etf

Orion Portfolio Solutions
LPL Financial
WealthPlan Investment Management
Feltz Wealth PLAN
Jane Street
Beaumont Financial Advisors
Curi Wealth Management
Gradient Investments
Flow Traders US
VitalStone Financial
WESPAC Advisors
Harvest Investment Services
Castleview Partners
Envestnet Asset Management
Branch Banking & Trust Company

View all funds holding Vaneck Clo Etf