Valeo Financial Advisors, LLC Etfis Ser Tr I Virtus Private Transaction History
Valeo Financial Advisors, LLC
- $3.81 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding VPC
# of Institutions
26Shares Held
669KCall Options Held
0Put Options Held
0-
Advisor Group Holdings, Inc. Phoenix, AZ158KShares$3.56 Million0.01% of portfolio
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Hedeker Wealth, LLC102KShares$2.3 Million0.63% of portfolio
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Delta Investment Management, LLC90.1KShares$2.03 Million0.47% of portfolio
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Avantax Advisory Services, Inc.52.8KShares$1.19 Million0.01% of portfolio
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Commonwealth Equity Services, LLC52.1KShares$1.17 Million0.0% of portfolio