Valeo Financial Advisors, LLC Ishares Tr Transaction History
Valeo Financial Advisors, LLC
- $3.81 Billion
- Q3 2024
A detailed history of Valeo Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 10,007 shares of IDV stock, worth $281,897. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,007
Previous 9,647
3.73%
Holding current value
$281,897
Previous $266,000
13.53%
% of portfolio
0.01%
Previous 0.01%
Shares
15 transactions
Others Institutions Holding IDV
# of Institutions
478Shares Held
76.4MCall Options Held
92.6KPut Options Held
28.2K-
Bank Of America Corp Charlotte, NC10.8MShares$303 Million0.03% of portfolio
-
Morgan Stanley New York, NY6.84MShares$193 Million0.02% of portfolio
-
Envestnet Asset Management Inc5.38MShares$152 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.76MShares$106 Million0.03% of portfolio
-
Ubs Group Ag2.66MShares$74.9 Million0.02% of portfolio