Filing Research | VALARIS LTD Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

9 / 9 loaded

#		Instrument	quantity
1	Curated Wealth Partners LLC	Shares	540SH	$370.9K
2	JFS WEALTH ADVISORS, LLC	Shares	23SH	$193
3	Citizens National Bank Trust Department	Shares	19SH	$159
4	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	4SH	$34
5	Farther Finance Advisors, LLC	Shares	4SH	$34
6	JNBA Financial Advisors	Shares	4SH	$34
7	CoreCap Advisors, LLC	Shares	2SH	$17
8	Nova Wealth Management, Inc.	Shares	1SH	$8
9	TSFG, LLC	Shares	4SH	$0

Manager changes2026-06-30 vs 2026-03-31

9 / 9 loaded

#		Instrument
1	Curated Wealth Partners LLC new	Shares	+540	+$370.9K	$370.9K
2	TSFG, LLC unchanged	Shares	0	$0	$0
3	Nova Wealth Management, Inc. unchanged	Shares	0	-$8	$8
4	CoreCap Advisors, LLC unchanged	Shares	0	-$15	$17
5	JNBA Financial Advisors unchanged	Shares	0	-$30	$34
6	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	-$43	$34
7	Citizens National Bank Trust Department unchanged	Shares	0	-$145	$159
8	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	-$175	$193
9	Farther Finance Advisors, LLC trimmed	Shares	-13	-$221	$34

Filing Research | VALARIS LTD Institutional Holdings