Valeo Financial Advisors, LLC Ishares Global Materials ETF Transaction History
Valeo Financial Advisors, LLC
- $4.33 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding MXI
# of Institutions
95Shares Held
1.04MCall Options Held
4.1KPut Options Held
0-
Pathway Financial Advisors LLC147KShares$12 Million2.33% of portfolio
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Morgan Stanley New York, NY135KShares$10.9 Million0.0% of portfolio
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High Tower Advisors, LLC Chicago, IL100KShares$8.14 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC80.9KShares$6.57 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA62.2KShares$5.05 Million0.0% of portfolio