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Vaneck Clo Etf shares owned by Curi Wealth Management

Quarter-by-quarter ownership of Vaneck Clo Etf (CLOI) shares owned by Curi Wealth Management from 13F filings

Historical chart of Curi Wealth Management investment in Vaneck Clo Etf

Tip: Access up to 7 years of quarterly data

All positions including Vaneck Clo Etf held by Curi Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vaneck Clo Etf by Curi Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.3M 121k 52.13
2023-09-30 $6.0M 116k 52.16
2023-06-30 $6.4M 123k 51.67

More positions owned by Curi Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Microsoft Corporation (MSFT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
JPMorgan Chase & Co. (JPM)
Applied Materials (AMAT)
Ishares Tr Core Msci Eafe (IEFA)
Mastercard Incorporated Cl A (MA)
Visa Com Cl A (V)

View all positions for Curi Wealth Management

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