Valeo Financial Advisors, LLC Pacer Fds Tr Trendpilot Us Mid Transaction History
Valeo Financial Advisors, LLC
- $3.81 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding PTMC
# of Institutions
69Shares Held
7.51MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.03MShares$38.9 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA937KShares$35.3 Million0.01% of portfolio
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Morgan Stanley New York, NY833KShares$31.4 Million0.0% of portfolio
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O Donnell Financial Services, LLC515KShares$19.4 Million9.04% of portfolio
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Lpl Financial LLC Fort Mill, SC500KShares$18.8 Million0.01% of portfolio