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
BZUN
Baozun Inc.

Consumer Cyclical
Q2 2020 Filed on Jul 20, 2020
347
$26.04 - $40.52 $9.04K - $14.1K
USMF
Wisdomtree Tr Us Multifactor F

ETFs
Q2 2020 Filed on Jul 20, 2020
674
$23.43 - $31.32 $15.8K - $21.1K
VPU
Vanguard Utilities ETF

ETFs
Q2 2020 Filed on Jul 20, 2020
95
$113.96 - $138.05 $10.8K - $13.1K
BJRI
B Js Restaurants Inc

Consumer Cyclical
Q2 2020 Filed on Jul 20, 2020
1,119
$11.32 - $28.13 $12.7K - $31.5K
Aurora Cannabis Inc Com
Q2 2020 Filed on Jul 20, 2020
3,934
N/A
JHG
Janus Henderson Group PLC

Financial Services
Q2 2020 Filed on Jul 20, 2020
587
$14.1 - $25.91 $8.28K - $15.2K
FEX
First Tr Large Cap Core Alphde

ETFs
Q2 2020 Filed on Jul 20, 2020
860
$45.01 - $64.77 $38.7K - $55.7K
LFCR
Lifecore Biomedical Inc Com
Q2 2020 Filed on Jul 20, 2020
2,000
N/A
LEVI
Levi Strauss & CO

Consumer Cyclical
Q2 2020 Filed on Jul 20, 2020
500
$9.51 - $16.07 $4.76K - $8.04K
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
Q2 2020 Filed on Jul 20, 2020
500
$8.23 - $10.77 $4.12K - $5.39K
Libbey Inc Com
Q2 2020 Filed on Jul 20, 2020
1,000
N/A
FM
Ishares Msci Frontier And Sele

ETFs
Q2 2020 Filed on Jul 20, 2020
899
$20.89 - $24.7 $18.8K - $22.2K
JPXN
Ishares Jpx Nikkei 400 ETF

ETFs
Q2 2020 Filed on Jul 20, 2020
50
$50.1 - $62.36 $2.51K - $3.12K
YTRA
Yatra Online, Inc.

Consumer Cyclical
Q2 2020 Filed on Jul 20, 2020
6,000
$0.67 - $1.5 $4.02K - $9K
Polarityte Inc Com
Q2 2020 Filed on Jul 20, 2020
0
N/A
Monmouth Real Estate Invt Corp Cl A
Q2 2020 Filed on Jul 20, 2020
2,000
N/A
WES
Western Midstream Partners, LP

Energy
Q2 2020 Filed on Jul 20, 2020
265
$3.07 - $12.51 $814 - $3.32K
LKNCY
Luckin Coffee Inc.

Consumer Cyclical
Q2 2020 Filed on Jul 20, 2020
2,211
$1.38 - $26.2 $3.05K - $57.9K
Taronis Technologies Inc Com New
Q2 2020 Filed on Jul 20, 2020
400
N/A
Phillips 66 Partners LP Com Unit Rep Int
Q2 2020 Filed on Jul 20, 2020
88
N/A
PAGP
Plains Gp Holdings LP

Energy
Q2 2020 Filed on Jul 20, 2020
119
$5.37 - $12.84 $639 - $1.53K
IFV
First Trust Dorsey Wright Inte

ETFs
Q2 2020 Filed on Jul 20, 2020
450
$13.23 - $17.36 $5.95K - $7.81K
SHLX
Shell Midstream Partners, L.P.

Energy
Q2 2020 Filed on Jul 20, 2020
155
$9.2 - $15.77 $1.43K - $2.44K
Tallgrass Energy LP Class A Shs
Q2 2020 Filed on Jul 20, 2020
127
N/A
BELFB
Bel Fuse Inc.

Technology
Q2 2020 Filed on Jul 20, 2020
66
$6.44 - $13.5 $425 - $891
ILF
Ishares Latin America 40 ETF

ETFs
Q2 2020 Filed on Jul 20, 2020
6
$17.1 - $25.23 $103 - $151
IXP
Ishares Global Comm Services E

ETFs
Q2 2020 Filed on Jul 20, 2020
100
$49.78 - $63.15 $4.98K - $6.32K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
Q2 2020 Filed on Jul 20, 2020
10
$79.29 - $115.45 $793 - $1.15K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
Q2 2020 Filed on Jul 20, 2020
10,687
$11.78 - $12.8 $126K - $137K
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
Q2 2020 Filed on Jul 20, 2020
113
$31.03 - $41.14 $3.51K - $4.65K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
Q2 2020 Filed on Jul 20, 2020
181
$34.54 - $44.5 $6.25K - $8.05K
PFSI
Penny Mac Financial Services, Inc.

Financial Services
Q2 2020 Filed on Jul 20, 2020
2,000
$17.25 - $42.74 $34.5K - $85.5K
Alps Trust ETF Alerian Mlp
Q2 2020 Filed on Jul 20, 2020
33,688
N/A
VPC
Etfis Ser Tr I Virtus Private

ETFs
Q2 2020 Filed on Jul 20, 2020
252
$13.44 - $19.68 $3.39K - $4.96K
VRAI
Etfis Ser Tr I Virtus Real Ass

ETFs
Q2 2020 Filed on Jul 20, 2020
284
$15.15 - $22.67 $4.3K - $6.44K
Proshares Ultrapro Short Dow30
Q2 2020 Filed on Jul 20, 2020
1,500
N/A
NXTG
First Tr Exchange Traded Fd Ii

ETFs
Q2 2020 Filed on Jul 20, 2020
78
$44.81 - $55.79 $3.5K - $4.35K
Diamond Eagle Acquisition Corp Com Cl A
Q2 2020 Filed on Jul 20, 2020
1,000
N/A
ARNC
Arconic Corp

Industrials
Q2 2020 Filed on Jul 20, 2020
183
$6.21 - $18.69 $1.14K - $3.42K
Proshares Ultrapro Short Midcap400
Q2 2020 Filed on Jul 20, 2020
4,000
N/A
Direxion Shs ETF Tr Daily Finl Bear 3 X Shs New
Q2 2020 Filed on Jul 20, 2020
0
N/A
Intelsat Sa Com
Q2 2020 Filed on Jul 20, 2020
1,050
N/A
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
Q2 2020 Filed on Jul 20, 2020
34
$85.62 - $110.58 $2.91K - $3.76K
Diamond Offshr Drilling
Q2 2020 Filed on Jul 20, 2020
8
N/A
Avita Medical LTD Sponsored Ads
Q2 2020 Filed on Jul 20, 2020
200
N/A
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
Q2 2020 Filed on Jul 20, 2020
22
$27.19 - $45.35 $598 - $998
CVI
Cvr Energy Inc

Energy
Q2 2020 Filed on Jul 20, 2020
0
$14.28 - $24.88 $0 - $0
EFU
Proshares Ultrashort Msci Eafe

ETFs
Q2 2020 Filed on Jul 20, 2020
0
$18.51 - $31.19 $0 - $0
Proshares Ultra Bloomberg Crude Oil
Q2 2020 Filed on Jul 20, 2020
0
N/A
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