Valeo Financial Advisors, LLC Ishares Tr Exponential Technol Transaction History
Valeo Financial Advisors, LLC
- $3.81 Billion
- Q3 2024
Shares
7 transactions
Others Institutions Holding XT
# of Institutions
252Shares Held
44.2MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA34.2MShares$2.07 Billion4.28% of portfolio
-
Brinker Capital Investments, LLC898KShares$54.3 Million0.85% of portfolio
-
Bank Of America Corp Charlotte, NC737KShares$44.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC699KShares$42.3 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN462KShares$28 Million0.01% of portfolio