Valeo Financial Advisors, LLC Ishares Tresg Screened S&P Sma Transaction History

Valeo Financial Advisors, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 6,843 shares of XJR stock, worth $289,595. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,843
Previous 6,768 1.11%
Holding current value
$289,595
Previous $282,000 0.35%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 30, 2025
BUY
$40.62 - $45.4 $3,046 - $3,405
75 Added 1.11%
6,843 $281,000
Q3 2024

Oct 10, 2024
BUY
$37.45 - $42.19 $253,461 - $285,541
6,768 New
6,768 $282,000

Others Institutions Holding XJR

# of Institutions
68
Shares Held
653K
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRESG SCREENED S&P SMA

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