Valtinson Bruner Financial Planning LLC Innovator U.S. Equity Buffer E Transaction History
Valtinson Bruner Financial Planning LLC
- $185 Million
- Q1 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 81,938 shares of BMAR stock, worth $3.58 Million. This represents 1.84% of its overall portfolio holdings.
Number of Shares
81,938
Previous 86,448
5.22%
Holding current value
$3.58 Million
Previous $3.42 Million
0.29%
% of portfolio
1.84%
Previous 2.04%
Shares
13 transactions
Others Institutions Holding BMAR
# of Institutions
97Shares Held
3.19MCall Options Held
0Put Options Held
0-
Outlook Wealth Advisors, LLC364KShares$15.9 Million5.33% of portfolio
-
Personal Cfo Solutions, LLC263KShares$11.5 Million1.83% of portfolio
-
Brookstone Capital Management234KShares$10.2 Million0.2% of portfolio
-
Penserra Capital Management LLC Orinda, CA210KShares$9.16 Million0.11% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ133KShares$5.79 Million0.01% of portfolio