Valtinson Bruner Financial Planning LLC Vanguard Extended Duration Tre Transaction History
Valtinson Bruner Financial Planning LLC
- $242 Million
- Q4 2024
A detailed history of Valtinson Bruner Financial Planning LLC transactions in Vanguard Extended Duration Tre stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 348,099 shares of EDV stock, worth $24.3 Million. This represents 9.75% of its overall portfolio holdings.
Number of Shares
348,099
Previous 372,215
6.48%
Holding current value
$24.3 Million
Previous $29.7 Million
20.52%
% of portfolio
9.75%
Previous 12.82%
Shares
2 transactions
Others Institutions Holding EDV
# of Institutions
190Shares Held
15.9MCall Options Held
416KPut Options Held
422K-
Mirae Asset Global Investments Co., Ltd.1.14MShares$79.1 Million0.32% of portfolio
-
Envestnet Asset Management Inc1.03MShares$72.1 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.01MShares$70.3 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN902KShares$62.9 Million0.02% of portfolio
-
River Front Investment Group, LLC Richmond, VA891KShares$62.1 Million1.71% of portfolio