Valeo Financial Advisors, LLC Davis Fundamental ETF Tr Call Options Transaction History
Valeo Financial Advisors, LLC
- $4.33 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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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
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Chris Davis Davis Selected Advisers | Tucson, Az3.38MShares$142 Million0.85% of portfolio
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Kestra Advisory Services, LLC865KShares$36.2 Million0.19% of portfolio
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Bank Of America Corp Charlotte, NC657KShares$27.6 Million0.0% of portfolio
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Ubs Group Ag396KShares$16.6 Million0.0% of portfolio