Number of Shares
18,471
Previous 18,449 0.12%
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
Q1 2025

Apr 30, 2025

BUY
N/A
22 Added 0.12%
18,471 $0
Q4 2024

Jan 30, 2025

SELL
N/A
-251 Reduced 1.34%
18,449 $0
Q3 2024

Oct 10, 2024

BUY
N/A
21 Added 0.11%
18,700 $0
Q2 2024

Jul 10, 2024

BUY
N/A
27 Added 0.14%
18,679 $0
Q1 2024

Apr 19, 2024

SELL
N/A
-892 Reduced 4.56%
18,652 $0
Q4 2023

Jan 29, 2024

BUY
N/A
19,544 New
19,544 $0
Track This Portfolio

Track Valeo Financial Advisors, LLC Portfolio

Follow Valeo Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

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.