Valley Financial Group, Inc. Abrdn Etfs Abrdn Bloomberg All Transaction History

Valley Financial Group, Inc.

$131 Billion
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 13, 2024	BUY	$30.59 - $33.66 $304,523 - $335,085	9,955 New	9,955 $305 Million

Others Institutions Holding BCD

# of Institutions

60

Shares Held

2.95M

Call Options Held

0

Put Options Held

0

Great Lakes Advisors, LLC Chicago, IL

1.25M
Shares

$40.5 Million
0.35% of portfolio
Aire Advisors, LLC Beverly Hills, CA

215K
Shares

$6.97 Million
1.55% of portfolio
Envestnet Asset Management Inc

166K
Shares

$5.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

162K
Shares

$5.24 Million
0.0% of portfolio
Lee Johnson Capital Management, LLC

134K
Shares

$4.36 Million
2.2% of portfolio

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