Valtinson Bruner Financial Planning LLC Innovator U.S. Equity Buffer E Transaction History
Valtinson Bruner Financial Planning LLC
- $242 Million
- Q4 2024
A detailed history of Valtinson Bruner Financial Planning LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 12,156 shares of BJAN stock, worth $593,699. This represents 0.24% of its overall portfolio holdings.
Number of Shares
12,156
Previous 11,025
10.26%
Holding current value
$593,699
Previous $513,000
13.45%
% of portfolio
0.24%
Previous 0.22%
Shares
16 transactions
Others Institutions Holding BJAN
# of Institutions
114Shares Held
3.44MCall Options Held
0Put Options Held
0-
Crown Wealth Group, LLC335KShares$16.4 Million7.26% of portfolio
-
Penserra Capital Management LLC Orinda, CA278KShares$13.6 Million0.28% of portfolio
-
Integral Investment Advisors, Inc.241KShares$11.8 Million3.12% of portfolio
-
High Tower Advisors, LLC Chicago, IL145KShares$7.07 Million0.01% of portfolio
-
U.S. Capital Wealth Advisors, LLC Austin, TX134KShares$6.54 Million0.21% of portfolio