Valeo Financial Advisors, LLC Davis Fundamental ETF Tr Transaction History
Valeo Financial Advisors, LLC
- $3.97 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding DUSA
# of Institutions
74Shares Held
10.5MCall Options Held
0Put Options Held
0-
Chris Davis Davis Selected Advisers | Tucson, Az3.39MShares$154 Million0.81% of portfolio
-
Morgan Stanley New York, NY2.95MShares$134 Million0.01% of portfolio
-
Kestra Advisory Services, LLC802KShares$36.4 Million0.19% of portfolio
-
Ubs Group Ag402KShares$18.3 Million0.0% of portfolio
-
Next Level Private LLC Harrison, NY264KShares$12 Million4.74% of portfolio