Valeo Financial Advisors, LLC Wisdomtree Tr Japan Smallcap D Transaction History
Valeo Financial Advisors, LLC
- $3.81 Billion
- Q3 2024
Shares
3 transactions
Others Institutions Holding DFJ
# of Institutions
65Shares Held
1.28MCall Options Held
2.8KPut Options Held
1K-
Morgan Stanley New York, NY266KShares$20 Million0.0% of portfolio
-
Motley Fool Wealth Management, LLC Alexandria, VA244KShares$18.3 Million1.05% of portfolio
-
Raymond James & Associates St Petersburg, FL188KShares$14.2 Million0.01% of portfolio
-
Vontobel Holding Ltd.81.5KShares$6.13 Million0.02% of portfolio
-
Barry Investment Advisors, LLC75.5KShares$5.67 Million1.89% of portfolio