Valley Financial Group, Inc. CAOS Holdings History
Valley Financial Group, Inc.'s Alpha Architect Tail Risk ETF Holding Summary
As of 2025-03-31, Valley Financial Group, Inc. held 130,767.00 shares of Alpha Architect Tail Risk ETF(CAOS), totaling $11.50 Mil. This investment constitutes 7.63% of their stock portfolio, and Valley Financial Group, Inc. now holds 3.1% of the outstanding Alpha Architect Tail Risk ETF(CAOS) stock.
The initial trade took place in 2024Q3. And since then Valley Financial Group, Inc. has made 3 purchases of CAOS, at an average price of $86.08, for a total of 130,767.00 shares. Based on historical transaction data and CAOS's current price of $88.83, Valley Financial Group, Inc.'s estimated gain on his CAOS holdings is $358,500.26, reflecting a 3.18% gain to date.
Valley Financial Group, Inc. CAOS ($88.83) Holding Chart
Valley Financial Group, Inc. CAOS ($88.83) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
