Valeo Financial Advisors, LLC Ishares Core High Dividend ETF Transaction History
Valeo Financial Advisors, LLC
- $3.34 Billion
- Q1 2024
A detailed history of Valeo Financial Advisors, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 169,679 shares of HDV stock, worth $18.4 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
169,679
Previous 169,602
0.05%
Holding current value
$18.4 Million
Previous $18.7 Million
0.05%
% of portfolio
0.56%
Previous 0.19%
Shares
26 transactions
Others Institutions Holding HDV
# of Institutions
761Shares Held
42.8MCall Options Held
938KPut Options Held
27.4K-
Bank Of America Corp Charlotte, NC4.74MShares$515 Million0.05% of portfolio
-
Morgan Stanley New York, NY3.1MShares$337 Million0.03% of portfolio
-
Meiji Yasuda Life Insurance CO Tokyo, M03.01MShares$327 Million7.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.85MShares$202 Million0.11% of portfolio
-
Ubs Group Ag1.55MShares$169 Million0.04% of portfolio