Valeo Financial Advisors, LLC Columbia ETF Tr Ii Transaction History

Valeo Financial Advisors, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 15,265 shares of XCEM stock, worth $460,239. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,265
Previous 16,143 5.44%
Holding current value
$460,239
Previous $527,000 14.42%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$29.6 - $32.67 $25,988 - $28,684
-878 Reduced 5.44%
15,265 $451,000
Q3 2024

Oct 10, 2024
SELL
$30.17 - $33.79 $79,166 - $88,664
-2,624 Reduced 13.98%
16,143 $527,000
Q2 2024

Jul 10, 2024
SELL
$29.7 - $31.92 $46,836 - $50,337
-1,577 Reduced 7.75%
18,767 $599,000
Q1 2024

Apr 19, 2024
SELL
$28.71 - $31.12 $7,522 - $8,153
-262 Reduced 1.27%
20,344 $632,000
Q4 2023

Jan 29, 2024
SELL
$26.18 - $30.31 $172,028 - $199,167
-6,571 Reduced 24.18%
20,606 $623,000
Q3 2023

Oct 19, 2023
SELL
$27.22 - $29.75 $72,976 - $79,759
-2,681 Reduced 8.98%
27,177 $745,000
Q1 2023

Apr 17, 2023
SELL
$25.43 - $27.97 $48,978 - $53,870
-1,926 Reduced 6.06%
29,858 $807,000
Q4 2022

Feb 09, 2023
BUY
$23.38 - $27.54 $68,386 - $80,554
2,925 Added 10.14%
31,784 $812,000
Q2 2022

Aug 03, 2022
SELL
$25.3 - $31.26 $40,429 - $49,953
-1,598 Reduced 5.25%
28,859 $730,000
Q1 2022

Apr 28, 2022
SELL
$28.43 - $33.15 $188,490 - $219,784
-6,630 Reduced 17.88%
30,457 $932,000
Q4 2021

Jan 07, 2022
BUY
$30.7 - $33.11 $5,740 - $6,191
187 Added 0.51%
37,087 $1.18 Million
Q3 2021

Nov 02, 2021
BUY
$31.64 - $33.85 $1.17 Million - $1.25 Million
36,900 New
36,900 $1.19 Million

Others Institutions Holding XCEM

# of Institutions
168
Shares Held
30.7M
Call Options Held
0
Put Options Held
0
View Full List

About COLUMBIA ETF TR II

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