Valeo Financial Advisors, LLC Closed Holding Positions

Valeo Financial Advisors, LLC

  • $4.33 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Ajax I Unit
Q2 2021 Filed on Jul 22, 2021
250
N/A
EOSE
Eos Energy Enterprises, Inc.

Industrials
Q2 2021 Filed on Jul 22, 2021
3,000
$10.6 - $21.21 $31.8K - $63.6K
TVTX
Travere Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
30
$14.11 - $26.4 $423 - $792
Hudson Executive Invt Corp Com Cl A
Q2 2021 Filed on Jul 22, 2021
47
N/A
Panbela Therapeutics Inc Com
Q2 2021 Filed on Jul 22, 2021
2,500
N/A
Vector Acquisition Corp Com Cl A
Q2 2021 Filed on Jul 22, 2021
3,000
N/A
WISH
Context Logic Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
150
$7.74 - $15.65 $1.16K - $2.35K
Alpha Healthcare Acquistn Corp Cl A
Q2 2021 Filed on Jul 22, 2021
400
N/A
VPN
Global X Fds Data Ctr Reits &

ETFs
Q2 2021 Filed on Jul 22, 2021
200
$15.59 - $17.59 $3.12K - $3.52K
Ackrell Spac Partners I CO Unit Exp 120126
Q2 2021 Filed on Jul 22, 2021
80
N/A
GOEV
Canoo Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
3,000
$7.09 - $11.05 $21.3K - $33.2K
SPRU
Spruce Pwr Hldg Corp Com
Q2 2021 Filed on Jul 22, 2021
51
N/A
INBS
Intelligent Bio Solutions Inc
Q2 2021 Filed on Jul 22, 2021
1,000
N/A
STRR
Star Equity Holdings, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
320
$8.85 - $10.52 $2.83K - $3.37K
Svf Investment Corp Unit Ex 122025
Q2 2021 Filed on Jul 22, 2021
250
N/A
Ts Innovation Acquisitn Corp Com Cl A
Q2 2021 Filed on Jul 22, 2021
1,000
N/A
APPH
App Harvest, Inc.

Consumer Defensive
Q2 2021 Filed on Jul 22, 2021
8,175
$11.39 - $20.07 $93.1K - $164K
APPHW
Appharvest Inc Wt Exp 01/30/26
Q2 2021 Filed on Jul 22, 2021
3,300
N/A
ETWO
E2open Parent Holdings, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
301
$9.57 - $14.0 $2.88K - $4.21K
Compute Health Acquisitin Corp Unit
Q2 2021 Filed on Jul 22, 2021
0
N/A
ETWOWS
E2 Open Parent Hldgs Inc Wt Exp
Q2 2021 Filed on Jul 22, 2021
155
N/A
Gores Holdings Vi Inc Com Cl A
Q2 2021 Filed on Jul 22, 2021
14
N/A
BFLY
Butterfly Network, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
4,900
$9.45 - $17.2 $46.3K - $84.3K
New Vista Acquisition Corp Unit Ex 020126
Q2 2021 Filed on Jul 22, 2021
3,000
N/A
Colicity Inc Unit Ex 022426
Q2 2021 Filed on Jul 22, 2021
500
N/A
Ushg Acquisition Corp Unit
Q2 2021 Filed on Jul 22, 2021
310
N/A
VIRX
Viracta Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
17
$7.55 - $12.95 $128 - $220
VIEW
View, Inc.

Industrials
Q2 2021 Filed on Jul 22, 2021
550
$6.09 - $9.78 $3.35K - $5.38K
WINA
Winmark Corp

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
3
$185.19 - $200.91 $556 - $603
EUSA
Ishares Msci Usa Equal Weighte

ETFs
Q2 2021 Filed on Jul 22, 2021
1,308
$79.23 - $84.64 $104K - $111K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
50
$69.1 - $91.88 $3.45K - $4.59K
MDVL
Med Avail Holdings, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
454
$10.86 - $14.22 $4.93K - $6.46K
THMO
Thermo Genesis Holdings, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
3,000
$2.15 - $2.99 $6.45K - $8.97K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
1,265
$51.69 - $55.66 $65.4K - $70.4K
THC
Tenet Healthcare Corp

Healthcare
Q2 2021 Filed on Jul 22, 2021
50
$50.49 - $69.94 $2.52K - $3.5K
FEI
First Trust Mlp & Energy Income Fund

Financial Services
Q2 2021 Filed on Jul 22, 2021
4,038
$6.89 - $8.35 $27.8K - $33.7K
CSGS
Csg Systems International Inc

Technology
Q2 2021 Filed on Jul 22, 2021
27
$42.76 - $47.41 $1.15K - $1.28K
SBLK
Star Bulk Carriers Corp.

Industrials
Q2 2021 Filed on Jul 22, 2021
215
$14.22 - $24.37 $3.06K - $5.24K
PLUS
Eplus Inc

Technology
Q2 2021 Filed on Jul 22, 2021
25
$43.06 - $51.32 $1.08K - $1.28K
CW
Curtiss Wright Corp

Industrials
Q2 2021 Filed on Jul 22, 2021
3
$117.92 - $132.49 $354 - $397
UFPI
Ufp Industries Inc

Basic Materials
Q2 2021 Filed on Jul 22, 2021
12
$70.66 - $88.63 $848 - $1.06K
Exone CO Com
Q2 2021 Filed on Jul 22, 2021
2
N/A
SBSW
Sibanye Stillwater LTD

Basic Materials
Q2 2021 Filed on Jul 22, 2021
210
$16.02 - $20.56 $3.36K - $4.32K
AIMC
Altra Industrial Motion Corp.

Industrials
Q2 2021 Filed on Jul 22, 2021
5
$56.83 - $67.69 $284 - $338
BRC
Brady Corp

Industrials
Q2 2021 Filed on Jul 22, 2021
31
$53.49 - $60.62 $1.66K - $1.88K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
Q2 2021 Filed on Jul 22, 2021
3,333
$15.18 - $16.01 $50.6K - $53.4K
SMOG
Vaneck ETF Tr Low Carbon Energ

ETFs
Q2 2021 Filed on Jul 22, 2021
1
$135.64 - $162.39 $136 - $162
AUDC
Audiocodes LTD

Technology
Q2 2021 Filed on Jul 22, 2021
83
$27.71 - $35.53 $2.3K - $2.95K
SCVL
Shoe Carnival Inc

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
54
$29.0 - $38.57 $1.57K - $2.08K
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