Valeo Financial Advisors, LLC FIDELITY WISE ORIGIN BITCOIN FUND Transaction History

Valeo Financial Advisors, LLC

  • $36.8 Billion
  • Q2 2025
Number of Shares
34,232
Previous 36,720 6.78%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
N/A
-2,488 Reduced 6.78%
34,232 $0
Q1 2025

Apr 30, 2025
BUY
N/A
16,168 Added 78.67%
36,720 $0
Q4 2024

Jan 30, 2025
BUY
N/A
5,782 Added 39.15%
20,552 $0
Q3 2024

Oct 10, 2024
BUY
N/A
151 Added 1.03%
14,770 $0
Q2 2024

Jul 10, 2024
BUY
N/A
1,270 Added 9.51%
14,619 $0
Q1 2024

Apr 25, 2024
BUY
N/A
13,349 New
13,349 $0
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