Valeo Financial Advisors, LLC Ishares Tresg Screened S&P Sma Transaction History
Valeo Financial Advisors, LLC
- $3.81 Billion
- Q3 2024
A detailed history of Valeo Financial Advisors, LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 6,768 shares of XJR stock, worth $279,789. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,768Holding current value
$279,789% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding XJR
# of Institutions
64Shares Held
612KCall Options Held
0Put Options Held
0-
Bailard, Inc.54.6KShares$2.26 Million0.06% of portfolio
-
Franklin Resources Inc San Mateo, CA53KShares$2.19 Million0.0% of portfolio
-
Merriman Wealth Management, LLC51.6KShares$2.13 Million0.09% of portfolio
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Balanced Rock Investment Advisor Roslindale, MA38.7KShares$1.6 Million1.27% of portfolio
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Cambridge Investment Research Advisors, Inc.33.4KShares$1.38 Million0.0% of portfolio