Valeo Financial Advisors, LLC Davis Fundamental ETF Tr Transaction History
Valeo Financial Advisors, LLC
- $3.81 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding DINT
# of Institutions
35Shares Held
6.8MCall Options Held
0Put Options Held
0-
Chris Davis Davis Selected Advisers | Tucson, Az3.87MShares$91 Million0.53% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL739KShares$17.4 Million0.02% of portfolio
-
Morgan Stanley New York, NY498KShares$11.7 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL438KShares$10.3 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC179KShares$4.22 Million0.01% of portfolio