Valeo Financial Advisors, LLC Vanguard Utilities ETF Transaction History
Valeo Financial Advisors, LLC
- $36.8 Billion
- Q2 2025
A detailed history of Valeo Financial Advisors, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 4,437 shares of VPU stock, worth $826,524. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,437Holding current value
$826,524% of portfolio
0.0%Shares
5 transactions
Others Institutions Holding VPU
# of Institutions
682Shares Held
13.2MCall Options Held
60.9KPut Options Held
4K-
Morgan Stanley New York, NY1.19MShares$222 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC921KShares$172 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC735KShares$137 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO646KShares$120 Million0.08% of portfolio
-
Envestnet Asset Management Inc512KShares$95.3 Million0.03% of portfolio