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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE TERM CORP BOND FD ETF | ETF | 201 | $1,431,619 | 17,782 | 0.00 | 0.00 | 3,514 | 24.63 | 03-31-2024 |
| LULULEMON ATHLETICA INC | Stock | 202 | $1,415,184 | 3,623 | 0.00 | 0.00 | 1,898 | 110.03 | 03-31-2024 |
| AMERICAN ELEC PWR CO INC COM | Stock | 203 | $1,392,888 | 16,178 | 0.00 | 0.00 | -2,459 | -13.19 | 03-31-2024 |
| AFLAC INC COM | Stock | 204 | $1,373,502 | 15,997 | 0.00 | 0.00 | 195 | 1.23 | 03-31-2024 |
