Valeo Financial Advisors, LLC ROYAL BANK OF SCOTLAND Transaction History

Valeo Financial Advisors, LLC

  • $36.8 Billion
  • Q2 2025
Number of Shares
12,179
Previous 11,367 7.14%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 22, 2025
BUY
N/A
812 Added 7.14%
12,179 $0
Q1 2025

Apr 30, 2025
BUY
N/A
390 Added 3.55%
11,367 $0
Q4 2024

Jan 30, 2025
BUY
N/A
160 Added 1.48%
10,977 $0
Q3 2024

Oct 10, 2024
BUY
N/A
10,817 New
10,817 $0
Q4 2023

Jan 29, 2024
SELL
N/A
-893 Reduced 7.63%
10,807 $0
Q3 2023

Oct 19, 2023
BUY
N/A
11,700 New
11,700 $0
Q1 2023

Apr 17, 2023
BUY
N/A
11,180 New
11,180 $0
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