Valeo Financial Advisors, LLC
CIK
0001722641
City
INDIANAPOLIS
State / Country
IN
Holdings in MSD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $429,026 | 58,055 | Shares | Sole | 2026-02-04 |
| 2025-09-30 | $402,070 | 54,555 | Shares | Sole | 2025-11-03 |
| 2025-06-30 | $535,889 | 69,326 | Shares | Sole | 2025-09-12 |
| 2025-03-31 | $434,740 | 54,005 | Shares | Sole | 2025-04-30 |
| 2024-12-31 | $367,136 | 47,680 | Shares | Sole | 2025-01-30 |
| 2024-09-30 | $240,857 | 30,373 | Shares | Sole | 2024-10-10 |
| 2024-06-30 | $99,090 | 13,500 | Shares | Sole | 2024-07-10 |