Valeo Financial Advisors, LLC Davis Fundamental ETF Tr Transaction History
Valeo Financial Advisors, LLC
- $4.33 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding DUSA
# of Institutions
78Shares Held
12.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.93MShares$165 Million0.01% of portfolio
-
Chris Davis Davis Selected Advisers | Tucson, Az3.38MShares$142 Million0.85% of portfolio
-
Kestra Advisory Services, LLC865KShares$36.2 Million0.19% of portfolio
-
Bank Of America Corp Charlotte, NC657KShares$27.6 Million0.0% of portfolio
-
Ubs Group Ag396KShares$16.6 Million0.0% of portfolio