Valtinson Bruner Financial Planning LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History
Valtinson Bruner Financial Planning LLC
- $272 Million
- Q3 2025
A detailed history of Valtinson Bruner Financial Planning LLC transactions in First Tr Ex Tr Fd Viii Ft Cboe stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 413,635 shares of BUFQ stock, worth $14.5 Million. This represents 5.3% of its overall portfolio holdings.
Number of Shares
413,635
Previous 407,058
1.62%
Holding current value
$14.5 Million
Previous $13.5 Million
6.64%
% of portfolio
5.3%
Previous 5.25%
Shares
10 transactions
Others Institutions Holding BUFQ
# of Institutions
158Shares Held
25.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.85MShares$275 Million0.09% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.44MShares$50.2 Million0.07% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.35MShares$47.2 Million0.06% of portfolio
-
Creekmur Asset Management LLC Morton, IL1.25MShares$43.9 Million7.24% of portfolio
-
Envestnet Asset Management Inc960KShares$33.6 Million0.01% of portfolio