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 DUSA
# of Institutions
74Shares Held
10.4MCall Options Held
0Put Options Held
0-
Chris Davis Davis Selected Advisers | Tucson, Az3.39MShares$150 Million0.81% of portfolio
-
Morgan Stanley New York, NY2.95MShares$131 Million0.01% of portfolio
-
Kestra Advisory Services, LLC802KShares$35.6 Million0.19% of portfolio
-
Ubs Group Ag402KShares$17.8 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL256KShares$11.4 Million0.01% of portfolio