Valtinson Bruner Financial Planning LLC Innovator U.S. Equity Buffer E Transaction History
Valtinson Bruner Financial Planning LLC
- $186 Million
- Q2 2024
Shares
9 transactions
Others Institutions Holding BJUN
# of Institutions
85Shares Held
2.98MCall Options Held
0Put Options Held
0-
Brookstone Capital Management409KShares$16 Million0.27% of portfolio
-
Lantz Financial LLC259KShares$10.1 Million2.89% of portfolio
-
Penserra Capital Management LLC Orinda, CA254KShares$9.93 Million0.13% of portfolio
-
Cerity Partners LLC New York, NY160KShares$6.24 Million0.02% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE160KShares$6.24 Million1.02% of portfolio