Valeo Financial Advisors, LLC Fidelity Covington Tr Msci Ene Transaction History
Valeo Financial Advisors, LLC
- $3.81 Billion
- Q3 2024
Shares
5 transactions
Others Institutions Holding FENY
# of Institutions
215Shares Held
16.6MCall Options Held
24.4KPut Options Held
1.1K-
Lido Advisors, LLC Los Angeles, CA1.62MShares$37.5 Million0.19% of portfolio
-
Commonwealth Equity Services, LLC1.33MShares$30.7 Million0.05% of portfolio
-
Envestnet Asset Management Inc1.06MShares$24.6 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL883KShares$20.4 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO749KShares$17.3 Million0.02% of portfolio