Valeo Financial Advisors, LLC Wisdomtree Tr Us Multifactor F Transaction History

Valeo Financial Advisors, LLC

$3.81 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 20, 2020	SELL	$23.43 - $31.32 $15,791 - $21,109	-674 Closed	0 $0
Q1 2019 Apr 12, 2019	BUY	N/A	29 Added 4.5%	674 $20,000
Q4 2018 Jan 30, 2019	BUY	N/A	645 New	645 $17,000

Others Institutions Holding USMF

# of Institutions

62

Shares Held

5.26M

Call Options Held

0

Put Options Held

0

High Tower Advisors, LLC Chicago, IL

1.29M
Shares

$68.2 Million
0.09% of portfolio
Private Wealth Strategies, L.L.C.

1.19M
Shares

$63 Million
11.04% of portfolio
Great Valley Advisor Group, Inc.

464K
Shares

$24.5 Million
0.59% of portfolio
Team Financial Group, LLC Temecula, CA

368K
Shares

$19.5 Million
10.7% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

306K
Shares

$16.2 Million
0.02% of portfolio

About WISDOMTREE TR US MULTIFACTOR F

Ticker USMF
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