Valeo Financial Advisors, LLC Proshares Ultra Semiconductors Transaction History
Valeo Financial Advisors, LLC
- $4.36 Billion
- Q3 2025
A detailed history of Valeo Financial Advisors, LLC transactions in Proshares Ultra Semiconductors stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 4,600 shares of USD stock, worth $488,106. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,600
Previous 4,600
-0.0%
Holding current value
$488,106
Previous $340,000
33.82%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding USD
# of Institutions
71Shares Held
10.1MCall Options Held
348KPut Options Held
170K-
Mariner, LLC Overland Park, KS8.9MShares$945 Million1.16% of portfolio
-
Integrated Wealth Concepts LLC301KShares$31.9 Million0.29% of portfolio
-
Dale Q Rice Investment Management LTD Vancouver, WA231KShares$24.5 Million17.77% of portfolio
-
Laurel Wealth Advisors, Inc. Solana Beach, CA189KShares$20 Million0.31% of portfolio
-
Client First Investment Management LLC West Bend, WI112KShares$11.8 Million5.64% of portfolio