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
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
Gramercy Ppty Tr Com New
Q3 2018 Filed on Nov 01, 2018
33
N/A
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
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
Celadon Group Inc
Q2 2018 Filed on Aug 14, 2018
34,666
N/A
Db Commodity Index Tracking
Q2 2018 Filed on Aug 14, 2018
750
N/A
Quality Care Pptys Inc Com
Q2 2018 Filed on Aug 14, 2018
20
N/A
Gevo Inc Com Par
Q2 2018 Filed on Aug 14, 2018
2,000
N/A
Guggenheim S&P Midcap 400 Pure Growth ETF
Q2 2018 Filed on Aug 14, 2018
109
N/A
DORM
Dorman Products, Inc.

Consumer Cyclical
Q2 2018 Filed on Aug 14, 2018
17
$64.04 - $72.23 $1.09K - $1.23K
Anthera Pharmaceuticals Inc Com
Q2 2018 Filed on Aug 14, 2018
2,032
N/A
FPH
Five Point Holdings, LLC

Real Estate
Q2 2018 Filed on Aug 14, 2018
1,000
$10.62 - $14.93 $10.6K - $14.9K
JBGS
Jbg Smith Properties

Real Estate
Q2 2018 Filed on Aug 14, 2018
14
$33.06 - $38.55 $463 - $540
Claymore Exchange Traded Fd Tr Clear Spin Off
Q2 2018 Filed on Aug 14, 2018
125
N/A
INDY
Ishares India 50 ETF

ETFs
Q2 2018 Filed on Aug 14, 2018
3,900
$34.45 - $36.11 $134K - $141K
Microsemi Corp Com
Q2 2018 Filed on Aug 14, 2018
10
N/A
Financial Engines Inc Com
Q2 2018 Filed on Aug 14, 2018
32
N/A
Track This Portfolio

Track Valeo Financial Advisors, LLC Portfolio

Follow Valeo Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valeo Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valeo Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email