Valeo Financial Advisors, LLC Riverfront Strategic Income Fd Transaction History

Valeo Financial Advisors, LLC

$3.49 Billion
Q2 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

42

Shares Held

2.52M

Call Options Held

0

Put Options Held

0

Elevated Capital Advisors, LLC Sandy, UT

558K
Shares

$13.1 Million
3.7% of portfolio
Lpl Financial LLC Fort Mill, SC

284K
Shares

$6.67 Million
0.0% of portfolio
Morgan Stanley New York, NY

270K
Shares

$6.35 Million
0.0% of portfolio
River Front Investment Group, LLC Richmond, VA

205K
Shares

$4.81 Million
0.13% of portfolio
Envestnet Asset Management Inc

118K
Shares

$2.77 Million
0.0% of portfolio

About RIVERFRONT STRATEGIC INCOME FD

Ticker RIGS
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