Valeo Financial Advisors, LLC Spdr Bloomberg Investment Grad Transaction History

Valeo Financial Advisors, LLC

  • $3.97 Billion
  • Q4 2024

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Jul 22, 2021
SELL
$30.6 - $30.67 $76,316 - $76,490
-2,494 Closed
0 $0
Q1 2021

Apr 12, 2021
BUY
$30.6 - $30.66 $23,745 - $23,792
776 Added 45.17%
2,494 $76,000
Q4 2020

Feb 11, 2021
SELL
$30.56 - $30.61 $50,210 - $50,292
-1,643 Reduced 48.88%
1,718 $53,000
Q3 2020

Oct 28, 2020
SELL
$30.45 - $30.6 $7,460 - $7,497
-245 Reduced 6.79%
3,361 $103,000
Q2 2020

Jul 20, 2020
SELL
$29.44 - $30.48 $41,392 - $42,854
-1,406 Reduced 28.05%
3,606 $110,000
Q1 2020

Apr 13, 2020
BUY
$26.27 - $30.83 $6,409 - $7,522
244 Added 5.12%
5,012 $149,000
Q4 2019

Jan 24, 2020
SELL
$30.67 - $30.78 $25,149 - $25,239
-820 Reduced 14.67%
4,768 $147,000
Q3 2019

Oct 15, 2019
BUY
$30.69 - $30.76 $25,165 - $25,223
820 Added 17.2%
5,588 $172,000
Q1 2019

Apr 12, 2019
BUY
N/A
4,768 New
4,768 $146,000
Q4 2018

Jan 30, 2019
SELL
N/A
-3,655 Closed
0 $0
Q3 2018

Nov 01, 2018
SELL
N/A
-1,420 Reduced 27.98%
3,655 $112,000
Q2 2018

Aug 14, 2018
BUY
N/A
5,075 New
5,075 $156,000

Others Institutions Holding FLRN

# of Institutions
345
Shares Held
49.9M
Call Options Held
1.4K
Put Options Held
200
View Full List

About SPDR BLOOMBERG INVESTMENT GRAD

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