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
2024-09-30 $7.5M 142k 53.04
2024-06-30 $7.4M 139k 52.94
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

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
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)
Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Lowes Cos Stock (LOW)
Vanguard Growth Etf Etf (VUG)
Mcdonalds Corp Stock (MCD)

View all positions for Beaumont Financial Advisors

Top funds holding Vaneck Clo Etf

LPL Financial
Orion Portfolio Solutions
Capital Investment Advisors
Envestnet Asset Management
Syon Capital
WealthPlan Investment Management
Gradient Investments
Harwood Advisory
Colony
Assetmark
TRUE Private Wealth Advisors
RMB Capital Management
Feltz Wealth PLAN
Ferguson Shapiro
Mml Investors Services

View all funds holding Vaneck Clo Etf