Valeo Financial Advisors, LLC Ishares Tr U S Utils ETF Transaction History
Valeo Financial Advisors, LLC
- $4.33 Billion
- Q1 2025
Shares
3 transactions
Others Institutions Holding IDU
# of Institutions
286Shares Held
7.46MCall Options Held
0Put Options Held
0-
Fil LTD Hamilton, D01.09MShares$111 Million0.11% of portfolio
-
Hsbc Holdings PLC London, X0635KShares$64.6 Million0.04% of portfolio
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Destination Wealth Management619KShares$62.9 Million2.0% of portfolio
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Morgan Stanley New York, NY524KShares$53.3 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC499KShares$50.8 Million0.0% of portfolio