Valeo Financial Advisors, LLC Riverfront Strategic Income Fd 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	$24.69 - $24.88 $5,802 - $5,846	-235 Closed	0 $0
Q1 2018 Apr 12, 2018	BUY	$24.36 - $25.25 $5,724 - $5,933	235 New	235 $6,000

Others Institutions Holding RIGS

# of Institutions

44

Shares Held

2.22M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

300K
Shares

$6.84 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

295K
Shares

$6.72 Million
0.0% of portfolio
Elevated Capital Advisors, LLC Sandy, UT

274K
Shares

$6.24 Million
1.89% of portfolio
River Front Investment Group, LLC Richmond, VA

203K
Shares

$4.62 Million
0.11% of portfolio
Envestnet Asset Management Inc

113K
Shares

$2.58 Million
0.0% of portfolio

About RIVERFRONT STRATEGIC INCOME FD

Ticker RIGS
Sector ETFs
Industry ETFs

More about RIGS

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.