Valeo Financial Advisors, LLC First Tr Nasdaq Clean Edge Gre Transaction History
Valeo Financial Advisors, LLC
- $3.81 Billion
- Q3 2024
Shares
5 transactions
Others Institutions Holding QCLN
# of Institutions
208Shares Held
5.12MCall Options Held
6.6KPut Options Held
5.4K-
Morgan Stanley New York, NY466KShares$16.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC356KShares$12.3 Million0.01% of portfolio
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Cibc Private Wealth Group, LLC343KShares$11.8 Million0.02% of portfolio
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Ubs Group Ag258KShares$8.89 Million0.0% of portfolio
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Strategic Wealth Advisors Group, LLC Sacramento, CA226KShares$7.78 Million0.55% of portfolio