Valeo Financial Advisors, LLC Ishares Russell Mid Cap Growth Transaction History
Valeo Financial Advisors, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Valeo Financial Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 14,190 shares of IWP stock, worth $1.77 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
14,190
Previous 14,288
0.69%
Holding current value
$1.77 Million
Previous $1.68 Million
7.34%
% of portfolio
0.05%
Previous 0.04%
Shares
25 transactions
Others Institutions Holding IWP
# of Institutions
1,225Shares Held
116MCall Options Held
84.8KPut Options Held
13.5K-
Morgan Stanley New York, NY18.1MShares$2.26 Billion0.16% of portfolio
-
Tiaa, Fsb St. Louis, MO11.2MShares$1.4 Billion3.93% of portfolio
-
Bank Of America Corp Charlotte, NC7.28MShares$910 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA5.21MShares$651 Million0.15% of portfolio
-
Jones Financial Companies Lllp4.54MShares$567 Million0.55% of portfolio