Valeo Financial Advisors, LLC Listed Fds Tr Wahed Ftse Usa S Transaction History
Valeo Financial Advisors, LLC
- $3.49 Billion
- Q2 2024
A detailed history of Valeo Financial Advisors, LLC transactions in Listed Fds Tr Wahed Ftse Usa S stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 8,245 shares of HLAL stock, worth $425,936. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,245
Previous 7,166
15.06%
Holding current value
$425,936
Previous $346,000
20.52%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding HLAL
# of Institutions
36Shares Held
490KCall Options Held
0Put Options Held
0-
Rfg Advisory, LLC Birmingham, AL183KShares$9.47 Million0.31% of portfolio
-
Mission Wealth Management, LP36.6KShares$1.89 Million0.05% of portfolio
-
Farther Finance Advisors, LLC San Francisco, CA34.4KShares$1.78 Million0.09% of portfolio
-
Sequoia Financial Advisors, LLC28.8KShares$1.49 Million0.02% of portfolio
-
Envestnet Asset Management Inc19.3KShares$996,2630.0% of portfolio