Valtinson Bruner Financial Planning LLC Innovator U.S. Small Cap Power Transaction History

Valtinson Bruner Financial Planning LLC

  • $242 Million
  • Q4 2024

A detailed history of Valtinson Bruner Financial Planning LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 11,345 shares of KJUL stock, worth $340,576. This represents 0.14% of its overall portfolio holdings.

Number of Shares
11,345
Previous 11,348 0.03%
Holding current value
$340,576
Previous $330,000 0.91%
% of portfolio
0.14%
Previous 0.14%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$28.78 - $30.34 $86 - $91
-3 Reduced 0.03%
11,345 $333,000
Q3 2024

Nov 05, 2024
SELL
$27.38 - $29.23 $155,764 - $166,289
-5,689 Reduced 33.39%
11,348 $330,000
Q4 2023

Feb 06, 2024
BUY
$23.87 - $27.32 $9,189 - $10,518
385 Added 2.31%
17,037 $461,000
Q3 2023

Oct 24, 2023
BUY
$24.83 - $26.45 $24,532 - $26,132
988 Added 6.31%
16,652 $416,000
Q2 2023

Jul 24, 2023
BUY
$23.89 - $25.77 $3,989 - $4,303
167 Added 1.08%
15,664 $402,000
Q3 2022

Nov 09, 2022
BUY
$22.95 - $25.25 $355,656 - $391,299
15,497 New
15,497 $358,000
Q1 2021

Apr 16, 2021
SELL
$25.75 - $26.44 $4.59 Million - $4.71 Million
-178,163 Closed
0 $0
Q4 2020

Jan 08, 2021
SELL
$23.95 - $25.97 $81,525 - $88,401
-3,404 Reduced 1.87%
178,163 $4.65 Million
Q3 2020

Nov 03, 2020
BUY
$22.83 - $24.36 $4.15 Million - $4.42 Million
181,567 New
181,567 $4.4 Million

Others Institutions Holding KJUL

# of Institutions
93
Shares Held
5.03M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. SMALL CAP POWER

KJUL Quotes by TradingView
  • Ticker KJUL
  • Sector Technology
More about KJUL
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