Valeo Financial Advisors, LLC Flexshares Stoxx Global Esg Se Transaction History

Valeo Financial Advisors, LLC

$4.33 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 Apr 12, 2019	SELL	$84.26 - $96.17 $13,144 - $15,002	-156 Closed	0 $0
Q4 2017 Feb 09, 2018	BUY	$90.3 - $95.27 $14,086 - $14,862	156	156 $15,000

Others Institutions Holding ESGG

# of Institutions

38

Shares Held

349K

Call Options Held

0

Put Options Held

0

Northern Trust Corp Chicago, IL

157K
Shares

$26.7 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

52.8K
Shares

$9 Million
0.0% of portfolio
Sk Wealth Management, LLC Providence, RI

51.3K
Shares

$8.74 Million
4.39% of portfolio
Ameriprise Financial Inc Minneapolis, MN

10.8K
Shares

$1.83 Million
0.0% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

10.3K
Shares

$1.76 Million
0.0% of portfolio

About FLEXSHARES STOXX GLOBAL ESG SE

Ticker ESGG
Sector ETFs
Industry ETFs

More about ESGG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valeo Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valeo Financial Advisors, LLC with notifications on news.