Valeo Financial Advisors, LLC Proshares Tr S&P Tech Divid Ar Transaction History
Valeo Financial Advisors, LLC
- $4.3 Billion
- Q2 2025
A detailed history of Valeo Financial Advisors, LLC transactions in Proshares Tr S&P Tech Divid Ar stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 4,325 shares of TDV stock, worth $370,003. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,325
Previous 4,325
-0.0%
Holding current value
$370,003
Previous $359,000
-0.0%
% of portfolio
0.01%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding TDV
# of Institutions
79Shares Held
2.42MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY286KShares$24.5 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC245KShares$21 Million0.19% of portfolio
-
Brinker Capital Investments, LLC233KShares$20 Million0.19% of portfolio
-
Wells Fargo & Company San Francisco, CA178KShares$15.2 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC170KShares$14.6 Million0.02% of portfolio