Valeo Financial Advisors, LLC Vanguard Wellington Fd U S Mom Transaction History
Valeo Financial Advisors, LLC
- $3.97 Billion
- Q4 2024
Shares
3 transactions
Others Institutions Holding VFMO
# of Institutions
132Shares Held
2.55MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management441KShares$65.6 Million2.16% of portfolio
-
Cetera Investment Advisers Schaumburg, IL270KShares$40.2 Million0.1% of portfolio
-
Strategic Financial Services, Inc, Utica, NY265KShares$39.4 Million2.61% of portfolio
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Anderson Hoagland & CO136KShares$20.2 Million2.4% of portfolio
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Davidson Investment Advisors128KShares$19 Million1.07% of portfolio