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 |
|---|---|---|---|---|---|---|---|---|---|
| FTAI AVIATION LTD SHS | Stock | 601 | $298,483 | 4,435 | 0.00 | 0.00 | 11 | 0.25 | 03-31-2024 |
| GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF | ETF | 602 | $297,981 | 2,871 | 0.00 | 2,871 | +Inf | 03-31-2024 | |
| CARNIVAL CORP | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 3,830 | 32.04 | 12-31-2023 |
| HEICO CORP NEW COM | Stock | 604 | $296,050 | 1,550 | 0.00 | 0.00 | 4 | 0.26 | 03-31-2024 |
