Valeo Financial Advisors, LLC WISDOMTREE FLOATING RATE TREASURY FUND Transaction History

Valeo Financial Advisors, LLC

  • $3.81 Billion
  • Q3 2024

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2020

Feb 11, 2021
SELL
N/A
-164 Closed
0 $0
Q3 2020

Oct 28, 2020
SELL
N/A
-1,458 Reduced 89.89%
164 $4,000
Q2 2020

Jul 20, 2020
SELL
N/A
-4,186 Reduced 72.07%
1,622 $41,000
Q1 2020

Apr 13, 2020
BUY
N/A
5,808 New
5,808 $146,000
Q3 2018

Nov 01, 2018
SELL
N/A
-3,674 Closed
0 $0
Q2 2018

Aug 14, 2018
BUY
N/A
3,674 New
3,674 $92,000
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