Valtinson Bruner Financial Planning LLC First Tr Ex Trd Viii Cboe Vest 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 Trd Viii Cboe Vest stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 68,345 shares of FJUN stock, worth $3.61 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
68,345
Previous 67,604
1.1%
Holding current value
$3.61 Million
Previous $3.42 Million
2.81%
% of portfolio
1.45%
Previous 1.48%
Shares
17 transactions
Others Institutions Holding FJUN
# of Institutions
144Shares Held
6.24MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc456KShares$24.1 Million0.01% of portfolio
-
Leigh Baldwin & Co., LLC Cazenovia, NY320KShares$16.9 Million0.28% of portfolio
-
Commonwealth Equity Services, LLC314KShares$16.6 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL292KShares$15.4 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL288KShares$15.2 Million0.01% of portfolio