Valeo Financial Advisors, LLC Ishares Tresg Screened S&P Sma Call Options Transaction History
Valeo Financial Advisors, LLC
- $3.81 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding XJR
# of Institutions
64Shares Held
626KCall Options Held
0Put Options Held
0-
Franklin Resources Inc San Mateo, CA53KShares$2.24 Million0.0% of portfolio
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Bailard, Inc.45KShares$1.9 Million0.05% of portfolio
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Balanced Rock Investment Advisor Roslindale, MA37.9KShares$1.6 Million1.21% of portfolio
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Merriman Wealth Management, LLC36.5KShares$1.54 Million0.06% of portfolio
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Cambridge Investment Research Advisors, Inc.34.3KShares$1.45 Million0.0% of portfolio