Valeo Financial Advisors, LLC Innovator U.S. Equity Ultra Bu 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	$26.92 - $27.43 $55,993 - $57,054	-2,080 Closed	0 $0
Q1 2020 Apr 13, 2020	BUY	$21.62 - $24.94 $44,969 - $51,875	2,080 New	2,080 $48,000

Others Institutions Holding UFEB

# of Institutions

62

Shares Held

1.19M

Call Options Held

0

Put Options Held

0

Truist Financial Corp

125K
Shares

$4.07 Million
0.01% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

102K
Shares

$3.34 Million
0.28% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

78.5K
Shares

$2.56 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

75.1K
Shares

$2.45 Million
0.0% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

58.7K
Shares

$1.92 Million
0.09% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UFEB
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