Valtinson Bruner Financial Planning LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Valtinson Bruner Financial Planning LLC
- $242 Million
- Q4 2024
A detailed history of Valtinson Bruner Financial Planning LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 478,776 shares of BUFR stock, worth $14.8 Million. This represents 6.04% of its overall portfolio holdings.
Number of Shares
478,776
Previous 441,823
8.36%
Holding current value
$14.8 Million
Previous $13.2 Million
10.46%
% of portfolio
6.04%
Previous 5.71%
Shares
7 transactions
Others Institutions Holding BUFR
# of Institutions
397Shares Held
159MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC35.4MShares$1.1 Billion0.45% of portfolio
-
Commonwealth Equity Services, LLC8.59MShares$266 Million0.38% of portfolio
-
Cetera Investment Advisers Schaumburg, IL8.29MShares$257 Million0.56% of portfolio
-
Envestnet Asset Management Inc6.25MShares$194 Million0.06% of portfolio
-
Royal Bank Of Canada Toronto, A64.7MShares$146 Million0.03% of portfolio