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 |
|---|---|---|---|---|---|---|---|---|---|
| PALANTIR TECHNOLOGIES INC CL A | Stock | 301 | $818,298 | 35,563 | 0.00 | 0.00 | 4,192 | 13.36 | 03-31-2024 |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | ETF | 302 | $814,794 | 4,349 | 0.00 | 0.00 | -25 | -0.57 | 03-31-2024 |
| FIRST INTERNET BANCORP | Stock | 303 | $811,185 | 23,350 | 0.00 | 0.00 | -3,079 | -11.65 | 03-31-2024 |
| ENTERGY CORP NEW COM | Stock | 304 | $807,966 | 7,645 | 0.00 | 0.00 | 143 | 1.91 | 03-31-2024 |
