Valeo Financial Advisors, LLC First Tr Exchange Traded First Transaction History

Valeo Financial Advisors, LLC

$3.81 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 22, 2021	SELL	$56.71 - $60.68 $101,170 - $108,253	-1,784 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	$45.54 - $45.9 $81,243 - $81,885	1,784	1,784 $81,000

Others Institutions Holding FXG

# of Institutions

128

Shares Held

3.96M

Call Options Held

0

Put Options Held

0

Harel Insurance Investments & Financial Services Ltd.

906K
Shares

$60.3 Million
1.07% of portfolio
Morgan Stanley New York, NY

453K
Shares

$30.1 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

359K
Shares

$23.9 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

205K
Shares

$13.7 Million
0.0% of portfolio
Iht Wealth Management, LLC Chicago, IL

159K
Shares

$10.6 Million
0.32% of portfolio

About FIRST TR EXCHANGE TRADED FIRST

Ticker FXG
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