Valeo Financial Advisors, LLC Closed Holding Positions

Valeo Financial Advisors, LLC

  • $3.81 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
New Oriental Adr
Q2 2021 Filed on Jul 22, 2021
40
N/A
Gw Pharmaceuticals PLC Ads
Q2 2021 Filed on Jul 22, 2021
687
N/A
DGX
Quest Diagnostics Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
318
$126.66 - $141.48 $40.3K - $45K
Mallinckrodt Pub LTD CO Shs
Q2 2021 Filed on Jul 22, 2021
2,268
N/A
DHS
Wisdomtree Tr U.S

ETFs
Q2 2021 Filed on Jul 22, 2021
955
$76.59 - $80.99 $73.1K - $77.3K
FNDA
Schwab Fundamental U S Small C

ETFs
Q2 2021 Filed on Jul 22, 2021
3,539
$50.53 - $56.06 $179K - $198K
Eros Stx Global Corporation Shs New
Q2 2021 Filed on Jul 22, 2021
689
N/A
Invesco Bulletshares 2021 Corporate Bond ETF
Q2 2021 Filed on Jul 22, 2021
1,669
N/A
BSCM
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q2 2021 Filed on Jul 22, 2021
1,174
$21.59 - $21.67 $25.3K - $25.4K
ATHM
Autohome Inc.

Communication Services
Q2 2021 Filed on Jul 22, 2021
89
$62.37 - $96.85 $5.55K - $8.62K
DBD
Diebold Nixdorf, Inc

Technology
Q2 2021 Filed on Jul 22, 2021
984
$12.09 - $15.4 $11.9K - $15.2K
DBP
Invesco Db Precious Metals Fund

ETFs
Q2 2021 Filed on Jul 22, 2021
50
$47.93 - $53.25 $2.4K - $2.66K
PCF
High Income Securities Fund

Financial Services
Q2 2021 Filed on Jul 22, 2021
796
$8.79 - $9.95 $7K - $7.92K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q2 2021 Filed on Jul 22, 2021
365
$129.78 - $131.28 $47.4K - $47.9K
BBBY
Bed Bath & Beyond Inc

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
40
$23.32 - $44.19 $933 - $1.77K
SABR
Sabre Corp

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
8
$12.21 - $15.68 $97.7 - $125
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q2 2021 Filed on Jul 22, 2021
130
$43.91 - $47.61 $5.71K - $6.19K
IGT
International Game Technology PLC

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
7
$15.6 - $26.06 $109 - $182
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
Q2 2021 Filed on Jul 22, 2021
457
$22.26 - $24.3 $10.2K - $11.1K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
Q2 2021 Filed on Jul 22, 2021
1,883
$14.87 - $15.7 $28K - $29.6K
VNOM
Viper Energy Partners LP

Energy
Q2 2021 Filed on Jul 22, 2021
57
$14.51 - $19.56 $827 - $1.11K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
Q2 2021 Filed on Jul 22, 2021
910
$47.08 - $50.33 $42.8K - $45.8K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
Q2 2021 Filed on Jul 22, 2021
114
$35.11 - $37.17 $4K - $4.24K
PDN
Invesco Fd Tr

ETFs
Q2 2021 Filed on Jul 22, 2021
134
$36.96 - $39.61 $4.95K - $5.31K
BSCN
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q2 2021 Filed on Jul 22, 2021
133
$21.71 - $21.79 $2.89K - $2.9K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q2 2021 Filed on Jul 22, 2021
115
$22.15 - $22.28 $2.55K - $2.56K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
8
$73.02 - $88.3 $584 - $706
NRG
Nrg Energy, Inc.

Utilities
Q2 2021 Filed on Jul 22, 2021
297
$32.15 - $40.84 $9.55K - $12.1K
RYT
Invesco S&P 500 Equal Weight T

ETFs
Q2 2021 Filed on Jul 22, 2021
116
$262.16 - $291.02 $30.4K - $33.8K
BOX
Box Inc

Technology
Q2 2021 Filed on Jul 22, 2021
150
$20.74 - $26.0 $3.11K - $3.9K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
Q2 2021 Filed on Jul 22, 2021
154
$50.83 - $51.19 $7.83K - $7.88K
FFTY
Innovator Etfs Tr Ibd 50 ETF (

ETFs
Q2 2021 Filed on Jul 22, 2021
100
$42.39 - $47.82 $4.24K - $4.78K
NYT
New York Times CO

Communication Services
Q2 2021 Filed on Jul 22, 2021
979
$40.11 - $50.49 $39.3K - $49.4K
MYGN
Myriad Genetics Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
513
$25.39 - $32.61 $13K - $16.7K
UUUU
Energy Fuels Inc

Energy
Q2 2021 Filed on Jul 22, 2021
100
$5.14 - $7.29 $514 - $729
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
Q2 2021 Filed on Jul 22, 2021
1,367
$17.26 - $20.1 $23.6K - $27.5K
RYH
Invesco S&P 500 Equal Weight H

ETFs
Q2 2021 Filed on Jul 22, 2021
10
$268.03 - $293.69 $2.68K - $2.94K
FLT
Fleetcor Technologies Inc

Technology
Q2 2021 Filed on Jul 22, 2021
1
$253.55 - $293.44 $254 - $293
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q2 2021 Filed on Jul 22, 2021
1,443
$19.2 - $22.91 $27.7K - $33.1K
SGMO
Sangamo Therapeutics, Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
138
$10.17 - $12.64 $1.4K - $1.74K
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
195
$11.5 - $14.1 $2.24K - $2.75K
CWH
Camping World Holdings, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
40
$35.95 - $48.43 $1.44K - $1.94K
VG
Vonage Holdings Corp

Communication Services
Q2 2021 Filed on Jul 22, 2021
94
$12.07 - $15.05 $1.13K - $1.41K
BL
Blackline, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
58
$100.14 - $121.14 $5.81K - $7.03K
SON
Sonoco Products CO

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
65
$63.78 - $69.28 $4.15K - $4.5K
CRON
Cronos Group Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
35
$7.16 - $9.41 $251 - $329
EET
Proshares Tr Ultra Msci Emergi

ETFs
Q2 2021 Filed on Jul 22, 2021
1,000
$95.38 - $110.5 $95.4K - $111K
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
138
$33.01 - $42.07 $4.56K - $5.81K
ATO
Atmos Energy Corp

Utilities
Q2 2021 Filed on Jul 22, 2021
250
$96.11 - $104.59 $24K - $26.1K
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