Valtinson Bruner Financial Planning LLC First Tr Ex Td Viii Ft Cboe Ve 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 Td Viii Ft Cboe Ve stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 659,402 shares of BUFR stock, worth $22.2 Million. This represents 8.11% of its overall portfolio holdings.
Number of Shares
659,402
Previous 644,302
2.34%
Holding current value
$22.2 Million
Previous $20.5 Million
7.56%
% of portfolio
8.11%
Previous 7.97%
Shares
10 transactions
Others Institutions Holding BUFR
# of Institutions
478Shares Held
195MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42MShares$1.41 Billion0.44% of portfolio
-
Cetera Investment Advisers Schaumburg, IL12.2MShares$410 Million0.51% of portfolio
-
Commonwealth Equity Services, LLC11.4MShares$384 Million0.49% of portfolio
-
Envestnet Asset Management Inc8.27MShares$278 Million0.09% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ7.58MShares$255 Million0.38% of portfolio