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
Energy Transfer Partners LP Unit LTD Prt Int
Q3 2018 Filed on Nov 01, 2018
8,901
N/A
FYX
First Tr Small Cap Core Alphad

ETFs
Q3 2018 Filed on Nov 01, 2018
2,227
$66.13 - $70.34 $147K - $157K
Andeavor Com
Q3 2018 Filed on Nov 01, 2018
205
N/A
Etfs Gold Trust ETF
Q3 2018 Filed on Nov 01, 2018
10
N/A
PATK
Patrick Industries Inc

Consumer Cyclical
Q3 2018 Filed on Nov 01, 2018
1,125
$56.35 - $66.85 $63.4K - $75.2K
Market Vectors ETF Emerging Mkts Local ETF
Q3 2018 Filed on Nov 01, 2018
1,362
N/A
AAV.TO
Advantage Energy Ltd.

Energy
Q3 2018 Filed on Nov 01, 2018
300
N/A
Rite Aid Corp Com
Q3 2018 Filed on Nov 01, 2018
10,000
N/A
Xl Capital LTD Cl A
Q3 2018 Filed on Nov 01, 2018
179
N/A
Tronox LTD Ord Reg
Q3 2018 Filed on Nov 01, 2018
1,500
N/A
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
Q3 2018 Filed on Nov 01, 2018
0
$13.15 - $13.83 $0 - $0
Acxiom Corp
Q3 2018 Filed on Nov 01, 2018
281
N/A
RELL
Richardson Electronics, Ltd.

Technology
Q3 2018 Filed on Nov 01, 2018
5,000
$8.77 - $9.84 $43.9K - $49.2K
Quality Systems
Q3 2018 Filed on Nov 01, 2018
300
N/A
ICCH
Icc Holdings, Inc.

Financial Services
Q3 2018 Filed on Nov 01, 2018
1,000
$15.0 - $16.0 $15K - $16K
FISI
Financial Institutions Inc

Financial Services
Q3 2018 Filed on Nov 01, 2018
1,125
$31.3 - $33.4 $35.2K - $37.6K
Neovasc Inc Com
Q3 2018 Filed on Nov 01, 2018
1,111
N/A
FPE
First Tr Pfd Secs & Income ETF

ETFs
Q3 2018 Filed on Nov 01, 2018
0
$19.07 - $19.3 $0 - $0
Rubicon Technology Inc
Q3 2018 Filed on Nov 01, 2018
1,500
N/A
WOOD
Ishares Global Timber & Forest
Q3 2018 Filed on Nov 01, 2018
144
N/A
Sanofi Aventis 20 Rtsf Rights Exp 12/31/20
Q3 2018 Filed on Nov 01, 2018
6
N/A
Synthetic Biologics Inc Com
Q3 2018 Filed on Nov 01, 2018
30,000
N/A
EWGS
Ishares Msci Germany Small Cap

ETFs
Q3 2018 Filed on Nov 01, 2018
250
N/A
NPO
Enpro Industries, Inc

Industrials
Q3 2018 Filed on Nov 01, 2018
40
$70.13 - $77.73 $2.81K - $3.11K
Itus Corp Com New
Q3 2018 Filed on Nov 01, 2018
1
N/A
DDWM
Wisdomtree Tr Currency Hedged

ETFs
Q3 2018 Filed on Nov 01, 2018
20,931
N/A
OPK
Opko Health, Inc.

Healthcare
Q3 2018 Filed on Nov 01, 2018
17,500
$3.29 - $6.29 $57.6K - $110K
SECO
Secoo Holding LTD

Consumer Cyclical
Q3 2018 Filed on Nov 01, 2018
21
$8.46 - $14.65 $178 - $308
Fgl Hldgs Ord Shs
Q3 2018 Filed on Nov 01, 2018
133
N/A
Pivotal Software Inc Com Cl A
Q3 2018 Filed on Nov 01, 2018
275
N/A
Level One Bancorp Inc Com
Q3 2018 Filed on Nov 01, 2018
593
N/A
Carbon Black Inc Com
Q3 2018 Filed on Nov 01, 2018
178
N/A
Wisdomtree Icbccs S&P China 500 Fund
Q3 2018 Filed on Nov 01, 2018
268
N/A
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
Q3 2018 Filed on Nov 01, 2018
200
N/A
Developers Diversfied Rlty Corp
Q3 2018 Filed on Nov 01, 2018
14
N/A
KMF
Kayne Anderson Next Gen Energy & Infrastructure, Inc.

Financial Services
Q3 2018 Filed on Nov 01, 2018
218
$12.51 - $13.77 $2.73K - $3K
Spirit Rlty Cap Inc New Com
Q3 2018 Filed on Nov 01, 2018
34
N/A
Northwest Nat Gas CO Com
Q3 2018 Filed on Nov 01, 2018
6
N/A
HEAR
Turtle Beach Corp

Technology
Q3 2018 Filed on Nov 01, 2018
20
$17.75 - $32.33 $355 - $647
BKF
Ishares Mcsi Bic ETF

ETFs
Q3 2018 Filed on Nov 01, 2018
200
N/A
FIW
First Trust Water ETF

ETFs
Q3 2018 Filed on Nov 01, 2018
3,000
$48.23 - $51.62 $145K - $155K
VUSE
ETF Ser Solutions

ETFs
Q3 2018 Filed on Nov 01, 2018
1,178
$33.66 - $35.53 $39.7K - $41.9K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q2 2018 Filed on Aug 14, 2018
936
N/A
Powershares Qqq Tr
Q2 2018 Filed on Aug 14, 2018
729
N/A
Monsanto CO
Q2 2018 Filed on Aug 14, 2018
11,123
N/A
Boardwalk Pipeline Partners LP Com Unit
Q2 2018 Filed on Aug 14, 2018
1,061
N/A
Csra Inc Com
Q2 2018 Filed on Aug 14, 2018
13
N/A
CEA
China Eastern Airlines Corp LTD

Industrials
Q2 2018 Filed on Aug 14, 2018
123
$32.88 - $43.84 $4.04K - $5.39K
Powershares Fundamental High Yld Corp Bd
Q2 2018 Filed on Aug 14, 2018
104
N/A
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