Valeo Financial Advisors, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Valeo Financial Advisors, LLC

$3.81 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 03, 2022	SELL	$45.07 - $47.95 $308,504 - $328,217	-6,845 Closed	0 $0
Q1 2022 Apr 28, 2022	BUY	$47.75 - $51.66 $326,848 - $353,612	6,845 New	6,845 $328,000
Q2 2021 Jul 22, 2021	SELL	$51.61 - $52.39 $114,780 - $116,515	-2,224 Closed	0 $0
Q1 2021 Apr 12, 2021	BUY	$51.39 - $52.66 $308 - $315	6 Added 0.27%	2,224 $115,000
Q4 2020 Feb 11, 2021	BUY	$51.59 - $52.53 $13,155 - $13,395	255 Added 12.99%	2,218 $116,000
Q2 2020 Jul 20, 2020	BUY	$48.59 - $51.81 $79,979 - $85,279	1,646 Added 519.24%	1,963 $101,000
Q1 2020 Apr 13, 2020	BUY	$44.31 - $52.43 $13,691 - $16,200	309 Added 3862.5%	317 $16,000
Q4 2019 Jan 24, 2020	BUY	$50.2 - $51.05 $401 - $408	8 New	8 $0
Q4 2018 Jan 30, 2019	SELL	N/A	-456 Closed	0 $0
Q3 2018 Nov 01, 2018	BUY	N/A	456 New	456 $21,000

Others Institutions Holding TFI

# of Institutions

323

Shares Held

67.9M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

18M
Shares

$829 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$531 Million
0.04% of portfolio
Betterment LLC New York, NY

6.85M
Shares

$315 Million
0.77% of portfolio
Northwestern Mutual Wealth Management CO

4.6M
Shares

$212 Million
0.19% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.55M
Shares

$163 Million
0.07% of portfolio

About SPDR NUVEEN BLOOMBERG MUNICIPA

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