Valeo Financial Advisors, LLC Ishares Msci Usa Equal Weighte Transaction History
Valeo Financial Advisors, LLC
- $3.81 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding EUSA
# of Institutions
101Shares Held
4.92MCall Options Held
0Put Options Held
0-
Stifel Financial Corp St. Louis, MO819KShares$78.7 Million0.08% of portfolio
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Schroder Investment Management Group London, X0535KShares$51.4 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC490KShares$47 Million0.0% of portfolio
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Envestnet Asset Management Inc357KShares$34.3 Million0.01% of portfolio
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Arkadios Wealth Advisors327KShares$31.5 Million1.91% of portfolio