Valeo Financial Advisors, LLC Vanguard Bd Index Fd Inc Long Transaction History
Valeo Financial Advisors, LLC
- $3.81 Billion
- Q3 2024
Shares
10 transactions
Others Institutions Holding BLV
# of Institutions
384Shares Held
42MCall Options Held
28.5KPut Options Held
141K-
Envestnet Asset Management Inc9.12MShares$650 Million0.23% of portfolio
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Wells Fargo & Company San Francisco, CA3.89MShares$278 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC2.37MShares$169 Million0.08% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA2.28MShares$163 Million0.62% of portfolio
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Lincoln National Corp2.13MShares$152 Million5.15% of portfolio