Valeo Financial Advisors, LLC First Trust Dorsey Wright Inte Transaction History

Valeo Financial Advisors, LLC

$3.81 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 20, 2020	SELL	$13.23 - $17.36 $5,953 - $7,812	-450 Closed	0 $0
Q4 2019 Jan 24, 2020	BUY	$18.54 - $21.33 $8,343 - $9,598	450 New	450 $10,000

Others Institutions Holding IFV

# of Institutions

57

Shares Held

7.17M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.16M
Shares

$42.8 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.09M
Shares

$21.6 Million
0.03% of portfolio
Concurrent Investment Advisors, LLC Tampa, FL

697K
Shares

$13.8 Million
0.43% of portfolio
New Edge Advisors, LLC New Orleans, LA

468K
Shares

$9.28 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

428K
Shares

$8.5 Million
0.0% of portfolio

About FIRST TRUST DORSEY WRIGHT INTE

Ticker IFV
Sector ETFs
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