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 14,879 shares of BJUL stock, worth $624,025. This represents 0.27% of its overall portfolio holdings.
Number of Shares
14,879
Previous 15,112
1.54%
Holding current value
$624,025
Previous $660,000
0.45%
% of portfolio
0.27%
Previous 0.29%
Shares
19 transactions
Others Institutions Holding BJUL
# of Institutions
115Shares Held
3.27MCall Options Held
0Put Options Held
0-
Penserra Capital Management LLC Orinda, CA341KShares$14.3 Million0.28% of portfolio
-
Integral Investment Advisors, Inc.264KShares$11.1 Million3.74% of portfolio
-
Commonwealth Equity Services, LLC215KShares$9.02 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ198KShares$8.3 Million0.02% of portfolio
-
High Tower Advisors, LLC Chicago, IL175KShares$7.33 Million0.01% of portfolio