Valtinson Bruner Financial Planning LLC First Tr Exch Trd Fd Viii Ft C Transaction History
Valtinson Bruner Financial Planning LLC
- $242 Million
- Q4 2024
A detailed history of Valtinson Bruner Financial Planning LLC transactions in First Tr Exch Trd Fd Viii Ft C stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 5,304 shares of FJUL stock, worth $256,024. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,304
Previous 5,310
0.11%
Holding current value
$256,024
Previous $255,000
1.57%
% of portfolio
0.11%
Previous 0.11%
Shares
8 transactions
Others Institutions Holding FJUL
# of Institutions
154Shares Held
7.59MCall Options Held
0Put Options Held
0-
Raymond James Financial Inc St. Petersburg, FL704KShares$34 Million0.01% of portfolio
-
Envestnet Asset Management Inc488KShares$23.6 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL465KShares$22.5 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL405KShares$19.5 Million0.03% of portfolio
-
Mc Carthy & Cox Marysville, OH389KShares$18.8 Million6.62% of portfolio