Valeo Financial Advisors, LLC's ownership history for MSTR

Valeo Financial Advisors, LLC currently holds 3.4K shares with a market value of $1.1M. It started holding MSTR on 2024-09-30. At its peak, it held 64.1K shares on 2025-06-30. Its highest holding value was $1.5M on 2025-06-30. At its lowest, it held 440 shares on 2024-09-30, with a value of $74.2K on 2024-09-30. In the recent 180 days, Valeo Financial Advisors, LLC has decreased its shares by 336. In the recent year, Valeo Financial Advisors, LLC has increased its shares by 3.0K.

It has also owned 30 contracts of calls, with the market value of the underlying securities totaling $374.7K on 2024-09-30. At its peak, it held 121 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $2.0M on 2024-09-30. At its lowest, it held 15 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $374.7K on 2025-09-30. In the recent 180 days, Valeo Financial Advisors, LLC has decreased its holdings by 23 contracts. In the recent year, Valeo Financial Advisors, LLC has decreased its holdings by 91 contracts.

It has also owned 4 contracts of puts, with the market value of the underlying securities totaling $161.7K on 2024-12-31. At its peak, it held 4 contracts of puts on 2025-06-30 and it owned puts with the market value of the underlying securities totaling $161.7K on 2025-06-30. At its lowest, it held 2 contracts of puts on 2024-12-31 and it owned puts with the market value of the underlying securities totaling $57.9K on 2024-12-31.