Valtinson Bruner Financial Planning LLC Innovator U.S. Equity Buffer E Transaction History
Valtinson Bruner Financial Planning LLC
- $186 Million
- Q2 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 13,637 shares of BOCT stock, worth $576,845. This represents 0.3% of its overall portfolio holdings.
Number of Shares
13,637
Previous 14,342
4.92%
Holding current value
$576,845
Previous $580,000
2.24%
% of portfolio
0.3%
Previous 0.31%
Shares
13 transactions
Others Institutions Holding BOCT
# of Institutions
95Shares Held
3.58MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC645KShares$27.3 Million0.04% of portfolio
-
Trustcore Financial Services, LLC597KShares$25.3 Million1.69% of portfolio
-
Integral Investment Advisors, Inc.241KShares$10.2 Million3.75% of portfolio
-
Penserra Capital Management LLC Orinda, CA237KShares$10 Million0.12% of portfolio
-
High Tower Advisors, LLC Chicago, IL155KShares$6.57 Million0.01% of portfolio