Valeo Financial Advisors, LLC Ishares Currency Hedged Msci E Transaction History

Valeo Financial Advisors, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 489,540 shares of HEFA stock, worth $18 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
489,540
Previous 489,540 -0.0%
Holding current value
$18 Million
Previous $17.3 Million 1.89%
% of portfolio
0.43%
Previous 0.45%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
BUY
$32.34 - $35.85 $45,664 - $50,620
1,412 Added 0.29%
489,540 $17.3 Million
Q2 2024

Jul 10, 2024
BUY
$33.83 - $35.94 $6.43 Million - $6.83 Million
190,154 Added 63.82%
488,128 $17.4 Million
Q1 2024

Apr 25, 2024
SELL
$31.29 - $34.9 $58,668 - $65,437
-1,875 Reduced 0.63%
297,974 $10.4 Million
Q4 2023

Jan 29, 2024
BUY
$28.86 - $31.76 $298,412 - $328,398
10,340 Added 3.57%
299,849 $9.45 Million
Q3 2023

Oct 19, 2023
BUY
$29.54 - $30.96 $3.96 Million - $4.15 Million
133,998 Added 86.17%
289,509 $8.71 Million
Q2 2023

Jul 14, 2023
BUY
$29.32 - $31.08 $254,380 - $269,650
8,676 Added 5.91%
155,511 $4.82 Million
Q1 2023

Apr 17, 2023
BUY
$27.47 - $29.65 $2.61 Million - $2.82 Million
95,125 Added 183.96%
146,835 $4.33 Million
Q4 2022

Feb 09, 2023
BUY
$27.0 - $34.09 $1.4 Million - $1.76 Million
51,710 New
51,710 $1.4 Million

Others Institutions Holding HEFA

# of Institutions
448
Shares Held
147M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CURRENCY HEDGED MSCI E

HEFA Quotes by TradingView
  • Ticker HEFA
  • Sector ETFs
  • Industry ETFs
More about HEFA
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