Valeo Financial Advisors, LLC Ishares U.S. ETF Trust Gsci CO Transaction History

Valeo Financial Advisors, LLC

$3.49 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 12, 2021	SELL	$26.64 - $31.59 $3,196 - $3,790	-120 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$24.12 - $26.74 $2,894 - $3,208	120 New	120 $3,000

Others Institutions Holding COMT

# of Institutions

182

Shares Held

31.5M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

13.5M
Shares

$350 Million
0.07% of portfolio
Axiom Advisory, LLC San Diego, CA

4.97M
Shares

$129 Million
1.47% of portfolio
Truist Financial Corp

2.51M
Shares

$64.9 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

2.5M
Shares

$64.8 Million
0.01% of portfolio
Envestnet Asset Management Inc

968K
Shares

$25.1 Million
0.01% of portfolio

About ISHARES U.S. ETF TRUST GSCI CO

Ticker COMT
Sector ETFs
Industry ETFs

More about COMT

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