Valtinson Bruner Financial Planning LLC Innovator U.S. Equity Buffer E Call Options Transaction History
Valtinson Bruner Financial Planning LLC
- $185 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding BMAY
# of Institutions
87Shares Held
2.31MCall Options Held
0Put Options Held
0-
Penserra Capital Management LLC Orinda, CA245KShares$9.41 Million0.11% of portfolio
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Raymond James & Associates St Petersburg, FL142KShares$5.44 Million0.0% of portfolio
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Commonwealth Equity Services, LLC113KShares$4.34 Million0.01% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ89.1KShares$3.42 Million0.01% of portfolio
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Blue Bell Private Wealth Management, LLC66.7KShares$2.56 Million0.54% of portfolio