Valeo Financial Advisors, LLC Vanguard Utilities ETF Call Options Transaction History
Valeo Financial Advisors, LLC
- $36.8 Billion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding VPU
# of Institutions
687Shares Held
13.5MCall Options Held
43.8KPut Options Held
9.6K-
Morgan Stanley New York, NY1.17MShares$218 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC974KShares$181 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC735KShares$137 Million0.05% of portfolio
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Northwestern Mutual Wealth Management CO646KShares$120 Million0.08% of portfolio
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Envestnet Asset Management Inc512KShares$95.3 Million0.03% of portfolio