Valeo Financial Advisors, LLC Cushing Next Gen Infrastructure Income Fund Transaction History
Valeo Financial Advisors, LLC
- $36.8 Billion
- Q2 2025
A detailed history of Valeo Financial Advisors, LLC transactions in Cushing Next Gen Infrastructure Income Fund stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 8,464 shares of SZC stock, worth $323,917. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,464
Previous 9,842
14.0%
Holding current value
$323,917
Previous $376,000
14.1%
% of portfolio
0.0%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SZC
# of Institutions
36Shares Held
724KCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY162KShares$6.2 Million0.0% of portfolio
-
Comerica Bank88.8KShares$3.4 Million0.01% of portfolio
-
Janney Montgomery Scott LLC55.5KShares$2.12 Million0.01% of portfolio
-
Guggenheim Capital LLC Chicago, IL42.8KShares$1.64 Million0.01% of portfolio
-
Core Cap Advisors, LLC Southfield, MI39.8KShares$1.52 Million0.07% of portfolio
About Cushing NextGen Infrastructure Income Fund
- Ticker SZC
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- The Cushing Renaissance Fund is a closed ended equity mutual fund launched and managed by Cushing MLP Asset Management, LP. The fund invests in stocks of companies across the energy supply chain spectrum, including upstream, midstream and downstream energy companies, as well as oil and gas services and logistics companies, energy-intensive chemi...