Valeo Financial Advisors, LLC Proshares Ultra Technology Transaction History

Valeo Financial Advisors, LLC

  • $3.34 Billion
  • Q1 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Proshares Ultra Technology stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 14,160 shares of ROM stock, worth $988,792. This represents 0.03% of its overall portfolio holdings.

Number of Shares
14,160
Previous 14,160 -0.0%
Holding current value
$988,792
Previous $860,000 -0.0%
% of portfolio
0.03%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

Apr 28, 2022
BUY
N/A
7,080 Added 100.0%
14,160 $708,000
Q4 2020

Feb 11, 2021
SELL
N/A
-3,000 Reduced 29.76%
7,080 $507,000
Q3 2020

Oct 28, 2020
BUY
N/A
4,510 Added 80.97%
10,080 $574,000
Q2 2020

Jul 20, 2020
BUY
N/A
800 Added 16.77%
5,570 $1.04 Million
Q1 2020

Apr 13, 2020
BUY
N/A
3,000 Added 169.49%
4,770 $583,000
Q3 2018

Nov 01, 2018
BUY
N/A
1,770 New
1,770 $177,000

Others Institutions Holding ROM

# of Institutions
55
Shares Held
459K
Call Options Held
29.7K
Put Options Held
1.4K
View Full List

About PROSHARES ULTRA TECHNOLOGY

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  • Ticker ROM
  • Sector ETFs
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