Valeo Financial Advisors, LLC Alphatec Holdings, Inc. Transaction History

Valeo Financial Advisors, LLC

$4.36 Billion
Q3 2025

A detailed history of Valeo Financial Advisors, LLC transactions in Alphatec Holdings, Inc. stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 41,296 shares of ATEC stock, worth $815,183. This represents 0.01% of its overall portfolio holdings.

Number of Shares

41,296

Previous 40,450 2.09%

Holding current value

$815,183

Previous $448,000 33.93%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$10.31 - $16.55 $8,722 - $14,001	846 Added 2.09%	41,296 $600,000
Q1 2025 Apr 30, 2025	SELL	$9.06 - $12.53 $2,718 - $3,759	-300 Reduced 0.74%	40,450 $410,000
Q4 2024 Jan 30, 2025	BUY	$4.98 - $10.48 $91,258 - $192,046	18,325 Added 81.72%	40,750 $374,000
Q3 2024 Oct 10, 2024	BUY	$5.45 - $11.87 $5,995 - $13,057	1,100 Added 5.16%	22,425 $124,000
Q2 2024 Jul 10, 2024	BUY	$9.49 - $14.26 $2,847 - $4,278	300 Added 1.43%	21,325 $222,000

Q1 2024 Apr 19, 2024	BUY	$12.8 - $16.78 $25,600 - $33,560	2,000 Added 10.51%	21,025 $289,000
Q4 2023 Jan 29, 2024	BUY	$8.89 - $15.36 $8,001 - $13,824	900 Added 4.97%	19,025 $287,000
Q4 2021 Jan 07, 2022	BUY	$10.57 - $13.23 $5,285 - $6,615	500 Added 2.84%	18,125 $207,000
Q3 2021 Nov 02, 2021	SELL	$11.83 - $15.79 $11,534 - $15,395	-975 Reduced 5.24%	17,625 $215,000
Q2 2021 Jul 22, 2021	BUY	$13.75 - $17.6 $2,406 - $3,080	175 Added 0.95%	18,600 $285,000
Q1 2021 Apr 12, 2021	BUY	$13.13 - $18.78 $11,817 - $16,902	900 Added 5.14%	18,425 $291,000
Q4 2020 Feb 11, 2021	SELL	$6.37 - $14.52 $32,487 - $74,052	-5,100 Reduced 22.54%	17,525 $254,000
Q3 2020 Oct 28, 2020	BUY	$4.43 - $6.94 $33,335 - $52,223	7,525 Added 49.83%	22,625 $150,000
Q1 2020 Apr 13, 2020	BUY	$2.26 - $7.47 $13,559 - $44,820	6,000 Added 65.93%	15,100 $59,000
Q3 2019 Oct 15, 2019	BUY	$4.27 - $6.22 $38,856 - $56,602	9,100 New	9,100 $46,000
Q3 2018 Nov 01, 2018	SELL	$2.69 - $3.89 $2,152 - $3,112	-800 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	$2.82 - $4.07 $2,256 - $3,256	800 New	800 $3,000

Others Institutions Holding ATEC

# of Institutions

308

Shares Held

108M

Call Options Held

7.89M

Put Options Held

1.16M

View Full List

About Alphatec Holdings, Inc.

Ticker ATEC
Exchange NASDAQ
Sector Healthcare
Industry Medical Devices
Shares Outstandng 104,656,000
Market Cap $2.07B
Description
Alphatec Holdings, Inc., a medical technology company, designs, develops, and advances technologies for the surgical treatment of spinal disorders. The company offers SafeOp Neural InformatiX System, an Alpha InformatiX product platform designed to reduce the risk of intraoperative nerve injury; Sigma transforaminal lumbar interbody fusion pedic...

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Valeo Financial Advisors, LLC Alphatec Holdings, Inc. Transaction History