Valeo Financial Advisors, LLC Ishares Esg Aware U.S. Aggrega Transaction History
Valeo Financial Advisors, LLC
- $3.34 Billion
- Q1 2024
A detailed history of Valeo Financial Advisors, LLC transactions in Ishares Esg Aware U.S. Aggrega stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 21,298 shares of EAGG stock, worth $992,699. This represents 0.03% of its overall portfolio holdings.
Number of Shares
21,298
Previous 20,677
3.0%
Holding current value
$992,699
Previous $973,000
2.98%
% of portfolio
0.03%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding EAGG
# of Institutions
378Shares Held
65.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC16.7MShares$778 Million0.07% of portfolio
-
Northwestern Mutual Wealth Management CO9.54MShares$445 Million0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY6.35MShares$296 Million0.03% of portfolio
-
Envestnet Asset Management Inc3.9MShares$182 Million0.07% of portfolio
-
Black Rock Inc. New York, NY2.65MShares$123 Million0.0% of portfolio