Valtinson Bruner Financial Planning LLC Innovator U.S. Equity Buffer E 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. Equity Buffer E stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 12,156 shares of BJAN stock, worth $560,391. This represents 0.24% of its overall portfolio holdings.
Number of Shares
12,156
Previous 11,025
10.26%
Holding current value
$560,391
Previous $513,000
13.45%
% of portfolio
0.24%
Previous 0.22%
Shares
16 transactions
Others Institutions Holding BJAN
# of Institutions
116Shares Held
3.36MCall Options Held
0Put Options Held
0-
Penserra Capital Management LLC Orinda, CA321KShares$14.8 Million0.28% of portfolio
-
Integral Investment Advisors, Inc.249KShares$11.5 Million3.81% of portfolio
-
Marcum Wealth, LLC157KShares$7.25 Million0.64% of portfolio
-
High Tower Advisors, LLC Chicago, IL145KShares$6.67 Million0.01% of portfolio
-
U.S. Capital Wealth Advisors, LLC Austin, TX134KShares$6.17 Million0.21% of portfolio