Valeo Financial Advisors, LLC Ishares Core High Dividend ETF Transaction History
Valeo Financial Advisors, LLC
- $3.81 Billion
- Q3 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 184,905 shares of HDV stock, worth $21.2 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
184,905
Previous 184,389
0.28%
Holding current value
$21.2 Million
Previous $20 Million
8.51%
% of portfolio
0.57%
Previous 0.57%
Shares
28 transactions
Others Institutions Holding HDV
# of Institutions
812Shares Held
48.1MCall Options Held
822KPut Options Held
56K-
Bank Of America Corp Charlotte, NC4.58MShares$524 Million0.05% of portfolio
-
Envestnet Asset Management Inc3.49MShares$399 Million0.14% of portfolio
-
Morgan Stanley New York, NY3.13MShares$359 Million0.03% of portfolio
-
Meiji Yasuda Life Insurance CO Tokyo, M03.01MShares$344 Million6.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.24MShares$256 Million0.12% of portfolio