Valeo Financial Advisors, LLC Etfis Ser Tr I Virtus Private Transaction History

Valeo Financial Advisors, LLC

$4.33 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 20, 2020	SELL	$13.44 - $19.68 $3,386 - $4,959	-252 Closed	0 $0
Q1 2020 Apr 13, 2020	BUY	$11.76 - $25.91 $2,963 - $6,529	252 New	252 $4,000

Others Institutions Holding VPC

# of Institutions

27

Shares Held

809K

Call Options Held

0

Put Options Held

0

Advisor Group Holdings, Inc. Phoenix, AZ

155K
Shares

$3.11 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

143K
Shares

$2.86 Million
0.0% of portfolio
Delta Investment Management, LLC

123K
Shares

$2.47 Million
0.59% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

87.5K
Shares

$1.75 Million
0.0% of portfolio
Avantax Advisory Services, Inc.

67.9K
Shares

$1.36 Million
0.01% of portfolio

About ETFIS SER TR I VIRTUS PRIVATE

Ticker VPC
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valeo Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valeo Financial Advisors, LLC with notifications on news.