Valeo Financial Advisors, LLC First Tr Small Cap Core Alphad Transaction History

Valeo Financial Advisors, LLC

  • $4.33 Billion
  • Q1 2025

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2018

Nov 01, 2018
SELL
$66.13 - $70.34 $147,271 - $156,647
-2,227 Closed
0 $0
Q2 2018

Aug 14, 2018
BUY
$58.79 - $68.25 $130,925 - $151,992
2,227 New
2,227 $150,000
Q4 2017

Feb 09, 2018
SELL
$57.67 - $61.66 $0 - $0
0 Closed
0 $0
Q3 2017

Nov 15, 2017
BUY
$57.49 - $58.98 $0 - $0
0 New
0 $0
Q3 2017

Nov 14, 2017
BUY
$57.49 - $58.98 $0 - $0
0
0 $0

Others Institutions Holding FYX

# of Institutions
172
Shares Held
6.92M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR SMALL CAP CORE ALPHAD

FYX Quotes by TradingView
  • Ticker FYX
  • Sector ETFs
  • Industry ETFs
More about FYX
Track This Portfolio

Track Valeo Financial Advisors, LLC Portfolio

Follow Valeo Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email