Valeo Financial Advisors, LLC Ishares Tr Transaction History
Valeo Financial Advisors, LLC
- $3.81 Billion
- Q3 2024
Shares
7 transactions
Others Institutions Holding IYG
# of Institutions
251Shares Held
12.6MCall Options Held
9.2KPut Options Held
0-
River Front Investment Group, LLC Richmond, VA1.51MShares$119 Million2.58% of portfolio
-
Envestnet Asset Management Inc1.46MShares$115 Million0.03% of portfolio
-
Goldman Sachs Group Inc New York, NY1.12MShares$88.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY981KShares$77.6 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL562KShares$44.4 Million0.02% of portfolio