Valtinson Bruner Financial Planning LLC Ft Exch Trd Fd Viii Cboe Vest Transaction History

Valtinson Bruner Financial Planning LLC

$242 Million
Q4 2024

A detailed history of Valtinson Bruner Financial Planning LLC transactions in Ft Exch Trd Fd Viii Cboe Vest stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 107,922 shares of BUFG stock, worth $2.69 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares

107,922

Previous 106,162 1.66%

Holding current value

$2.69 Million

Previous $2.56 Million 3.32%

% of portfolio

1.09%

Previous 1.11%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$23.92 - $24.89 $42,099 - $43,806	1,760 Added 1.66%	107,922 $2.64 Million
Q3 2024 Nov 05, 2024	SELL	$22.43 - $24.11 $9,891 - $10,632	-441 Reduced 0.41%	106,162 $2.56 Million
Q2 2024 Aug 05, 2024	SELL	$21.77 - $23.24 $24,665 - $26,330	-1,133 Reduced 1.05%	106,603 $2.47 Million
Q1 2024 Apr 29, 2024	BUY	$21.05 - $22.52 $5,220 - $5,584	248 Added 0.23%	107,736 $2.43 Million
Q4 2023 Feb 06, 2024	SELL	$19.11 - $21.34 $48,462 - $54,118	-2,536 Reduced 2.3%	107,488 $2.29 Million
Q3 2023 Oct 24, 2023	SELL	$19.61 - $20.73 $24,512 - $25,912	-1,250 Reduced 1.12%	110,024 $2.16 Million
Q2 2023 Jul 24, 2023	SELL	$18.82 - $20.18 $3,105 - $3,329	-165 Reduced 0.15%	111,274 $2.25 Million
Q1 2023 May 05, 2023	SELL	$17.82 - $19.09 $327,959 - $351,332	-18,404 Reduced 14.17%	111,439 $2.11 Million
Q4 2022 Jan 19, 2023	SELL	$16.83 - $18.72 $106,853 - $118,853	-6,349 Reduced 4.66%	129,843 $0
Q3 2022 Nov 09, 2022	SELL	$16.87 - $19.15 $1.78 Million - $2.02 Million	-105,273 Reduced 43.6%	136,192 $2.3 Million
Q2 2022 Aug 08, 2022	BUY	$17.21 - $19.96 $4.16 Million - $4.82 Million	241,465 New	241,465 $4.26 Million
Q1 2022 Apr 15, 2022	SELL	$18.74 - $20.43 $325,944 - $355,338	-17,393 Closed	0 $0
Q4 2021 Jan 18, 2022	BUY	$19.69 - $20.42 $342,468 - $355,165	17,393 New	17,393 $353,000

Others Institutions Holding BUFG

# of Institutions

Shares Held

8.07M

Call Options Held

Put Options Held

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About FT EXCH TRD FD VIII CBOE VEST

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Valtinson Bruner Financial Planning LLC Ft Exch Trd Fd Viii Cboe Vest Transaction History