Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
VALEO FINANCIAL ADVISORS LLC 04-19-2024 03-31-2024 689 2,905,807,544
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ENERGY VAULT HOLDINGS INC COM Stock 1301 $26,283 14,683 0.00 0.00 0 0.00 03-31-2024
BLACKSKY TECHNOLOGY INC COM CL A Stock 1302 $24,980 18,368 0.00 0.00 0 0.00 03-31-2024
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