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
Syngenta Ag Sponsored Adr
Q1 2018 Filed on Apr 12, 2018
100
N/A
Sunshine Bancorp Inc Com
Q1 2018 Filed on Apr 12, 2018
1,013
N/A
Syneos Health Inc Cl A
Q1 2018 Filed on Apr 12, 2018
178
N/A
Inovalon Hldgs Inc Com Cl A
Q1 2018 Filed on Apr 12, 2018
47
N/A
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q1 2018 Filed on Apr 12, 2018
970
N/A
Allergan PLC 5.5 Cnv Pfd A
Q1 2018 Filed on Apr 12, 2018
1,282
N/A
Scripps Networks Interact Inc Cl A Com
Q1 2018 Filed on Apr 12, 2018
202
N/A
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
Q1 2018 Filed on Apr 12, 2018
1,400
$5.96 - $6.83 $8.34K - $9.56K
WWW
Wolverine World Wide Inc

Consumer Cyclical
Q1 2018 Filed on Apr 12, 2018
0
$28.15 - $33.58 $0 - $0
PRIM
Primoris Services Corp

Industrials
Q1 2018 Filed on Apr 12, 2018
0
$23.69 - $27.48 $0 - $0
FHB
First Hawaiian, Inc.

Financial Services
Q1 2018 Filed on Apr 12, 2018
933
$27.35 - $32.21 $25.5K - $30.1K
ABCB
Ameris Bancorp

Financial Services
Q1 2018 Filed on Apr 12, 2018
0
$48.55 - $58.1 $0 - $0
NHI
National Health Investors Inc

Real Estate
Q1 2018 Filed on Apr 12, 2018
0
$63.33 - $75.78 $0 - $0
Education Rlty Tr Inc Com New
Q1 2018 Filed on Apr 12, 2018
0
N/A
PRA
Proassurance Corp

Financial Services
Q1 2018 Filed on Apr 12, 2018
0
$47.35 - $56.0 $0 - $0
Mulesoft Inc Cl A
Q1 2018 Filed on Apr 12, 2018
11
N/A
Callidus Software Inc Com
Q1 2018 Filed on Apr 12, 2018
0
N/A
Ggp Inc Com
Q1 2018 Filed on Apr 12, 2018
2,246
N/A
HTLD
Heartland Express Inc

Industrials
Q1 2018 Filed on Apr 12, 2018
0
$17.97 - $23.7 $0 - $0
SLGN
Silgan Holdings Inc

Consumer Cyclical
Q1 2018 Filed on Apr 12, 2018
0
$27.09 - $30.02 $0 - $0
Impax Laboratories Inc Com
Q1 2018 Filed on Apr 12, 2018
0
N/A
Endocyte Inc Com
Q1 2018 Filed on Apr 12, 2018
1,147
N/A
Direxion Daily Ftse China Bull 3 X Shares
Q1 2018 Filed on Apr 12, 2018
0
N/A
CATY
Cathay General Bancorp

Financial Services
Q1 2018 Filed on Apr 12, 2018
0
$39.06 - $45.2 $0 - $0
Guggenheim Solar ETF
Q1 2018 Filed on Apr 12, 2018
100
N/A
Ixys Corp Com
Q1 2018 Filed on Apr 12, 2018
8
N/A
Corporate Cap Tr Inc Com
Q1 2018 Filed on Apr 12, 2018
1,716
N/A
ALG
Alamo Group Inc

Industrials
Q1 2018 Filed on Apr 12, 2018
0
$106.72 - $120.13 $0 - $0
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
Q1 2018 Filed on Apr 12, 2018
0
$91.78 - $104.67 $0 - $0
GLIN
Vaneck ETF Tr India Growth Lea

ETFs
Q1 2018 Filed on Apr 12, 2018
3,500
N/A
ICFI
Icf International, Inc.

Industrials
Q1 2018 Filed on Apr 12, 2018
0
$50.9 - $61.4 $0 - $0
Guggenheim S&P 500 Pure Growth ETF
Q1 2018 Filed on Apr 12, 2018
20
N/A
Guggenheim S&P 500 Pure Value ETF
Q1 2018 Filed on Apr 12, 2018
44
N/A
Time Inc New Com
Q1 2018 Filed on Apr 12, 2018
2
N/A
Blue Hills Bancorp Inc Com
Q1 2018 Filed on Apr 12, 2018
1,323
N/A
GBCI
Glacier Bancorp, Inc.

Financial Services
Q1 2018 Filed on Apr 12, 2018
0
$37.04 - $40.91 $0 - $0
Mobile Mini Inc Com
Q1 2018 Filed on Apr 12, 2018
0
N/A
Sun Hydraulics Corp Com
Q1 2018 Filed on Apr 12, 2018
0
N/A
Amplify Snack Brands Com
Q1 2018 Filed on Apr 12, 2018
0
N/A
Kapstone Paper & Packaging Crp Com
Q1 2018 Filed on Apr 12, 2018
0
N/A
PBT
Permian Basin Royalty Trust

Energy
Q4 2017 Filed on Feb 09, 2018
0
$8.65 - $9.8 $0 - $0
SBR
Sabine Royalty Trust

Energy
Q4 2017 Filed on Feb 09, 2018
0
$40.3 - $45.53 $0 - $0
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
Q4 2017 Filed on Feb 09, 2018
76
$32.42 - $39.38 $2.46K - $2.99K
Bank Mutual Corp New Com
Q4 2017 Filed on Feb 09, 2018
0
N/A
UBT
Proshares Ultra 20+Yr Treasury

ETFs
Q4 2017 Filed on Feb 09, 2018
2,475
N/A
SSO
Proshares Ultra S&P 500

ETFs
Q4 2017 Filed on Feb 09, 2018
6,086
N/A
FAD
First Tr Multi Cap Growth Alph

ETFs
Q4 2017 Filed on Feb 09, 2018
0
$62.02 - $65.81 $0 - $0
SWN
Southwestern Energy CO

Energy
Q4 2017 Filed on Feb 09, 2018
100
$5.05 - $6.67 $505 - $667
FXR
First Trust Industrials/Produc

ETFs
Q4 2017 Filed on Feb 09, 2018
0
$37.4 - $40.8 $0 - $0
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