Valeo Financial Advisors, LLC Ishares Tr Transaction History
Valeo Financial Advisors, LLC
- $3.81 Billion
- Q3 2024
Shares
4 transactions
Others Institutions Holding IYJ
# of Institutions
317Shares Held
6.08MCall Options Held
29.4KPut Options Held
0-
Morgan Stanley New York, NY859KShares$118 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC696KShares$95.8 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA445KShares$61.2 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC307KShares$42.3 Million0.02% of portfolio
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Ubs Group Ag270KShares$37.1 Million0.01% of portfolio