Valtinson Bruner Financial Planning LLC Spdr Bloomberg Investment Grad Transaction History

Valtinson Bruner Financial Planning LLC

$272 Million
Q3 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 16, 2021	SELL	$30.6 - $30.66 $222,278 - $222,714	-7,264 Closed	0 $0
Q4 2020 Jan 08, 2021	SELL	$30.56 - $30.61 $2.72 Million - $2.72 Million	-88,871 Reduced 92.44%	7,264 $222,000
Q3 2020 Nov 03, 2020	SELL	$30.45 - $30.6 $336,837 - $338,497	-11,062 Reduced 10.32%	96,135 $2.94 Million
Q2 2020 Aug 10, 2020	BUY	$29.44 - $30.48 $189,063 - $195,742	6,422 Added 6.37%	107,197 $3.28 Million
Q1 2020 May 05, 2020	BUY	$26.27 - $30.83 $18,756 - $22,012	714 Added 0.71%	100,775 $3.04 Million

Q4 2019 Jan 07, 2020	SELL	$30.67 - $30.78 $868,083 - $871,197	-28,304 Reduced 22.05%	100,061 $3.08 Million
Q3 2019 Oct 17, 2019	SELL	$30.69 - $30.76 $17.8 Million - $17.8 Million	-580,164 Reduced 81.88%	128,365 $3.94 Million
Q2 2019 Jul 17, 2019	SELL	N/A	-245,071 Reduced 25.7%	708,529 $21.8 Million
Q1 2019 Apr 22, 2019	BUY	N/A	953,600 New	953,600 $29.3 Million

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