Valeo Financial Advisors, LLC Proshares Tr S&P Tech Divid Ar Transaction History
Valeo Financial Advisors, LLC
- $4.36 Billion
- Q3 2025
A detailed history of Valeo Financial Advisors, LLC transactions in Proshares Tr S&P Tech Divid Ar stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 4,325 shares of TDV stock, worth $366,846. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,325
Previous 4,325
-0.0%
Holding current value
$366,846
Previous $359,000
4.18%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding TDV
# of Institutions
78Shares Held
2.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY280KShares$23.7 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC245KShares$20.8 Million0.19% of portfolio
-
Brinker Capital Investments, LLC225KShares$19.1 Million0.17% of portfolio
-
Bank Of America Corp Charlotte, NC176KShares$14.9 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA162KShares$13.7 Million0.0% of portfolio