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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR DJ GLOBAL REAL ESTATE ETF | ETF | 751 | $222,964 | 5,207 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WABTEC | Stock | 752 | $222,937 | 1,530 | 0.00 | 1,530 | +Inf | 03-31-2024 | |
| COGNIZANT TECH SOLUTIONS CORP | Stock | 753 | $222,886 | 3,041 | 0.00 | 0.00 | 107 | 3.65 | 03-31-2024 |
| VANGUARD FINANCIALS ETF | ETF | 754 | $222,186 | 2,170 | 0.00 | 2,170 | +Inf | 03-31-2024 |
