Valtinson Bruner Financial Planning LLC Listed Fds Tr Trueshares Struc Transaction History

Valtinson Bruner Financial Planning LLC

$242 Million
Q4 2024

A detailed history of Valtinson Bruner Financial Planning LLC transactions in Listed Fds Tr Trueshares Struc stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 59,463 shares of JULZ stock, worth $2.31 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

59,463

Previous 60,103 1.06%

Holding current value

$2.31 Million

Previous $2.34 Million 1.07%

% of portfolio

0.96%

Previous 1.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	N/A	-640 Reduced 1.06%	59,463 $2.31 Million
Q3 2024 Nov 05, 2024	SELL	N/A	-211 Reduced 0.35%	60,103 $2.34 Million
Q2 2024 Aug 05, 2024	SELL	$38.89 - $39.11 $19,483 - $19,594	-501 Reduced 0.82%	60,314 $2.35 Million
Q1 2024 Apr 29, 2024	SELL	$35.69 - $39.2 $13,133 - $14,425	-368 Reduced 0.6%	60,815 $2.38 Million
Q4 2023 Feb 06, 2024	SELL	$33.76 - $37.5 $24,611 - $27,337	-729 Reduced 1.18%	61,183 $2.21 Million
Q3 2023 Oct 24, 2023	SELL	$34.55 - $36.25 $10,226 - $10,730	-296 Reduced 0.48%	61,912 $2.14 Million
Q2 2023 Jul 24, 2023	SELL	$33.07 - $35.45 $25,728 - $27,580	-778 Reduced 1.24%	62,208 $2.21 Million
Q1 2023 May 05, 2023	SELL	$31.64 - $33.66 $37,556 - $39,954	-1,187 Reduced 1.85%	62,986 $2.1 Million
Q4 2022 Jan 19, 2023	SELL	$31.2 - $34.39 $38,188 - $42,093	-1,224 Reduced 1.87%	64,173 $0
Q3 2022 Nov 09, 2022	SELL	N/A	-559 Reduced 0.85%	65,397 $1.97 Million
Q2 2022 Aug 08, 2022	SELL	N/A	-58 Reduced 0.09%	65,956 $2.06 Million
Q1 2022 Apr 15, 2022	SELL	N/A	-1,020 Reduced 1.52%	66,014 $2.18 Million
Q4 2021 Jan 18, 2022	SELL	N/A	-524 Reduced 0.78%	67,034 $2.36 Million
Q3 2021 Oct 21, 2021	SELL	N/A	-278 Reduced 0.41%	67,558 $2.29 Million
Q2 2021 Jul 28, 2021	BUY	N/A	67,836 New	67,836 $2.25 Million

Others Institutions Holding JULZ

# of Institutions

Shares Held

570K

Call Options Held

Put Options Held

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About LISTED FDS TR TRUESHARES STRUC

Ticker JULZ
Sector Technology

More about JULZ

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Valtinson Bruner Financial Planning LLC Listed Fds Tr Trueshares Struc Transaction History